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 Q2	$655K	Sell	2,246 -10	-0.4%	-$2.69K	0.03%	354
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Financial Designs's ESS Position: Q2 2026 in Review

Creative Financial Designs reduced its Essex Property Trust (ESS) stake by 0.44% in Q2 2026, selling an estimated $2.69K and leaving 2,246 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #354.

Creative Financial Designs first reported a position in ESS in Q2 2020 and has held it in 12 quarters since. The position peaked at $788K in Q4 2025. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Creative Financial Designs held 2,246 shares of Essex Property Trust worth $655K as of Q2 2026.
Creative Financial Designs sold 10 Essex Property Trust shares in Q2 2026, an estimated $2.69K.
Essex Property Trust made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #354 holding.
Creative Financial Designs first reported a position in Essex Property Trust in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's Essex Property Trust position peaked at $788K in Q4 2025.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.