Corient Private Wealth
ESS icon

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
Q2 		$19M Sell
65,119
-1,311
-2% -$352K 0.03% 429
2026
Q1 		$16M Buy
66,430
+56,592
+575% +$14.3M 0.02% 458
2025
Q4 		$2.58M Buy
9,838
+6,330
+180% +$1.64M ﹤0.01% 1033
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient Private Wealth's ESS Position: Q2 2026 in Review

Corient Private Wealth reduced its Essex Property Trust (ESS) stake by 2% in Q2 2026, selling an estimated $352K and leaving 65,119 shares worth $19M. The position accounts for 0.03% of the portfolio, ranked #429.

Corient Private Wealth first reported a position in ESS in Q1 2023 and has held it in 14 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Corient Private Wealth held 65,119 shares of Essex Property Trust worth $19M as of Q2 2026.
  • Corient Private Wealth sold 1,311 Essex Property Trust shares in Q2 2026, an estimated $352K.
  • Essex Property Trust made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #429 holding.
  • Corient Private Wealth first reported a position in Essex Property Trust in Q1 2023 and has held it in 14 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.