Corient Private Wealth
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Corient Private Wealth’s Essex Property Trust ESS Stock Holding History

Corient Private Wealth’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Sell
66,430
-69,604
-51% -$17.6M 0.02% 458
2025
Q4 		$5.24M Buy
136,034
+132,526
+3,778% +$34.3M ﹤0.01% 1032
2025
Q3 		$939K Buy
3,508
+277
+9% +$74.9K ﹤0.01% 1459
2025
Q2 		$916K Buy
3,231
+657
+26% +$185K ﹤0.01% 1402
2025
Q1 		$789K Buy
2,574
+743
+41% +$217K ﹤0.01% 1382
2024
Q4 		$523K Buy
1,831
+335
+22% +$99K ﹤0.01% 1594
2024
Q3 		$442K Sell
1,496
-123
-8% -$35.7K ﹤0.01% 1805
2024
Q2 		$441K Buy
1,619
+149
+10% +$38.2K ﹤0.01% 1716
2024
Q1 		$360K Buy
1,470
+427
+41% +$102K ﹤0.01% 1798
2023
Q4 		$259K Sell
1,043
-5
-0.5% -$1.1K ﹤0.01% 1943
2023
Q3 		$222K Sell
1,048
-83
-7% -$19.5K ﹤0.01% 1869
2023
Q2 		$265K Sell
1,131
-129
-10% -$28.2K ﹤0.01% 1755
2023
Q1 		$264K Buy
+1,260
New +$278K ﹤0.01% 1669

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corient Private Wealth's ESS Position: Q1 2026 in Review

Corient Private Wealth reduced its Essex Property Trust (ESS) stake by 51% in Q1 2026, selling an estimated $17.6M and leaving 66,430 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #458.

Corient Private Wealth first reported a position in ESS in Q1 2023 and has held it in 13 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Corient Private Wealth held 66,430 shares of Essex Property Trust worth $16M as of Q1 2026.
  • Corient Private Wealth sold 69,604 Essex Property Trust shares in Q1 2026, an estimated $17.6M.
  • Essex Property Trust made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #458 holding.
  • Corient Private Wealth first reported a position in Essex Property Trust in Q1 2023 and has held it in 13 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.