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Cornerstone Planning Group’s Essex Property Trust ESS Stock Holding History

Cornerstone Planning Group’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 		$6.19K Sell
21
-1
-5% -$269 ﹤0.01% 1035
2026
Q1 		$5.62K Hold
22
– – ﹤0.01% 1058
2025
Q4 		$5.4K Sell
22
-2
-8% -$518 ﹤0.01% 964
2025
Q3 		$6K Buy
24
+20
+500% +$5.41K ﹤0.01% 903
2025
Q2 		$1.03K Buy
4
+2
+100% +$562 ﹤0.01% 1103
2025
Q1 		$554 Buy
2
+1
+100% +$292 ﹤0.01% 1267
2024
Q4 		$283 Hold
1
– – ﹤0.01% 1294
2024
Q3 		$298 Hold
1
– – ﹤0.01% 1202
2024
Q2 		$273 Buy
+1
New +$257 ﹤0.01% 1161

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's ESS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Essex Property Trust (ESS) stake by 4.5% in Q2 2026, selling an estimated $269 and leaving 21 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Cornerstone Planning Group first reported a position in ESS in Q2 2024 and has held it in 9 quarters since. 339 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Cornerstone Planning Group held 21 shares of Essex Property Trust worth $6.19K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Essex Property Trust share in Q2 2026, an estimated $269.
  • Essex Property Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1035 holding.
  • Cornerstone Planning Group first reported a position in Essex Property Trust in Q2 2024 and has held it in 9 quarters since.
  • 339 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.