Creative Financial Designs’s Essex Property Trust ESS Stock Holding History

Creative Financial Designs’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	$546K	Sell	2,256 -757	-25%	-$191K	0.03%	323
2025 Q4	$788K	Buy	3,013 +461	+18%	+$119K	0.05%	265
2025 Q3	$683K	Buy	2,552 +2,541	+23,100%	+$687K	0.05%	281
2025 Q2	$3.12K	Sell	11 -10	-48%	-$2.81K	﹤0.01%	1606
2025 Q1	$6.44K	Buy	+21	New	+$6.14K	﹤0.01%	1413
2021 Q4	–	Sell	-19	Closed	-$6K	–	1276
2021 Q3	$6K	Hold	19	–	–	﹤0.01%	1110
2021 Q2	$6K	Hold	19	–	–	﹤0.01%	1122
2021 Q1	$5K	Hold	19	–	–	﹤0.01%	1051
2020 Q4	$5K	Hold	19	–	–	﹤0.01%	973
2020 Q3	$4K	Hold	19	–	–	﹤0.01%	965
2020 Q2	$4K	Buy	+19	New	+$4.55K	﹤0.01%	911

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's ESS Position: Q1 2026 in Review

Creative Financial Designs reduced its Essex Property Trust (ESS) stake by 25% in Q1 2026, selling an estimated $191K and leaving 2,256 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #323.

Creative Financial Designs first reported a position in ESS in Q2 2020 and has held it in 11 quarters since. The position peaked at $788K in Q4 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Creative Financial Designs held 2,256 shares of Essex Property Trust worth $546K as of Q1 2026.
Creative Financial Designs sold 757 Essex Property Trust shares in Q1 2026, an estimated $191K.
Essex Property Trust made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #323 holding.
Creative Financial Designs first reported a position in Essex Property Trust in Q2 2020 and has held it in 11 quarters since.
Creative Financial Designs's Essex Property Trust position peaked at $788K in Q4 2025.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.