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Cornerstone Financial Management’s Essex Property Trust ESS Stock Holding History

Cornerstone Financial Management’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 		$2.04K Hold
7
– – ﹤0.01% 841
2026
Q1 		$1.69K Buy
7
+2
+40% +$504 ﹤0.01% 793
2025
Q4 		$1.31K Buy
+5
New +$1.29K ﹤0.01% 834

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

Cornerstone Financial Management's ESS Position: Q2 2026 in Review

Cornerstone Financial Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 7 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Cornerstone Financial Management first reported a position in ESS in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Cornerstone Financial Management held 7 shares of Essex Property Trust worth $2.04K as of Q2 2026.
  • Cornerstone Financial Management left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #841 holding.
  • Cornerstone Financial Management first reported a position in Essex Property Trust in Q4 2025 and has held it in 3 quarters since.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.