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

Cornerstone Wealth 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
Q1 		$200K Buy
792
+2
+0.3% +$504 0.01% 438
2025
Q4 		$207K Buy
+790
New +$204K 0.01% 373

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

Cornerstone Wealth Group's ESS Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Essex Property Trust (ESS) stake by 0.25% in Q1 2026, buying an estimated $504 and bringing the position to 792 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #438.

Cornerstone Wealth Group first reported a position in ESS in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Cornerstone Wealth Group held 792 shares of Essex Property Trust worth $200K as of Q1 2026.
  • Cornerstone Wealth Group bought 2 Essex Property Trust shares in Q1 2026, an estimated $504.
  • Essex Property Trust made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #438 holding.
  • Cornerstone Wealth Group first reported a position in Essex Property Trust in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's Essex Property Trust position peaked at $207K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.