Creative Planning’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.65M | Buy |
23,332
+9,427
| +68% | +$2.38M | ﹤0.01% | 1100 |
|
|
2025
Q4 | $3.64M | Buy |
13,905
+6,248
| +82% | +$1.62M | ﹤0.01% | 1235 |
|
|
2025
Q3 | $2.05M | Buy |
7,657
+976
| +15% | +$264K | ﹤0.01% | 1523 |
|
|
2025
Q2 | $1.89M | Sell |
6,681
-96
| -1% | -$27K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $2.08M | Sell |
6,777
-61
| -0.9% | -$17.8K | ﹤0.01% | 1145 |
|
|
2024
Q4 | $1.95M | Buy |
6,838
+672
| +11% | +$199K | ﹤0.01% | 1146 |
|
|
2024
Q3 | $1.82M | Buy |
6,166
+120
| +2% | +$34.8K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $1.65M | Buy |
6,046
+16
| +0.3% | +$4.11K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $1.48M | Buy |
6,030
+777
| +15% | +$185K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $1.3M | Sell |
5,253
-793
| -13% | -$175K | ﹤0.01% | 1101 |
|
|
2023
Q3 | $1.28M | Sell |
6,046
-737
| -11% | -$173K | ﹤0.01% | 1051 |
|
|
2023
Q2 | $1.59M | Buy |
6,783
+1,188
| +21% | +$260K | ﹤0.01% | 919 |
|
|
2023
Q1 | $1.17M | Buy |
5,595
+208
| +4% | +$45.9K | ﹤0.01% | 997 |
|
|
2022
Q4 | $1.14M | Buy |
5,387
+802
| +17% | +$175K | ﹤0.01% | 975 |
|
|
2022
Q3 | $1.11M | Buy |
4,585
+838
| +22% | +$227K | ﹤0.01% | 925 |
|
|
2022
Q2 | $980K | Buy |
3,747
+183
| +5% | +$55.4K | ﹤0.01% | 988 |
|
|
2022
Q1 | $1.23M | Buy |
3,564
+8
| +0.2% | +$2.67K | ﹤0.01% | 893 |
|
|
2021
Q4 | $1.25M | Buy |
3,556
+88
| +3% | +$30K | ﹤0.01% | 853 |
|
|
2021
Q3 | $1.11M | Buy |
3,468
+82
| +2% | +$26.5K | ﹤0.01% | 898 |
|
|
2021
Q2 | $1.02M | Sell |
3,386
-812
| -19% | -$239K | ﹤0.01% | 929 |
|
|
2021
Q1 | $1.14M | Buy |
4,198
+1,094
| +35% | +$284K | ﹤0.01% | 961 |
|
|
2020
Q4 | $737K | Sell |
3,104
-107
| -3% | -$24.7K | ﹤0.01% | 1102 |
|
|
2020
Q3 | $645K | Buy |
3,211
+110
| +4% | +$24K | ﹤0.01% | 998 |
|
|
2020
Q2 | $711K | Sell |
3,101
-120
| -4% | -$28.8K | ﹤0.01% | 880 |
|
|
2020
Q1 | $709K | Sell |
3,221
-120
| -4% | -$34.5K | ﹤0.01% | 785 |
|
|
2019
Q4 | $1M | Sell |
3,341
-326
| -9% | -$103K | ﹤0.01% | 786 |
|
|
2019
Q3 | $1.2M | Buy |
3,667
+25
| +0.7% | +$7.82K | ﹤0.01% | 683 |
|
|
2019
Q2 | $1.06M | Sell |
3,642
-542
| -13% | -$156K | ﹤0.01% | 738 |
|
|
2019
Q1 | $1.21M | Buy |
4,184
+385
| +10% | +$105K | ﹤0.01% | 653 |
|
|
2018
Q4 | $932K | Buy |
3,799
+391
| +11% | +$98.6K | ﹤0.01% | 699 |
|
|
2018
Q3 | $841K | Sell |
3,408
-28
| -0.8% | -$6.74K | ﹤0.01% | 835 |
|
|
2018
Q2 | $822K | Sell |
3,436
-163
| -5% | -$38.8K | ﹤0.01% | 850 |
|
|
2018
Q1 | $866K | Sell |
3,599
-519
| -13% | -$120K | ﹤0.01% | 805 |
|
|
2017
Q4 | $994K | Sell |
4,118
-232
| -5% | -$58.5K | ﹤0.01% | 733 |
|
|
2017
Q3 | $1.1M | Buy |
4,350
+40
| +0.9% | +$10.4K | 0.01% | 668 |
|
|
2017
Q2 | $1.11M | Sell |
4,310
-197
| -4% | -$49.5K | 0.01% | 640 |
|
|
2017
Q1 | $1.04M | Buy |
4,507
+94
| +2% | +$21.6K | 0.01% | 655 |
|
|
2016
Q4 | $1.03M | Sell |
4,413
-4
| -0.1% | -$865 | 0.01% | 616 |
|
|
2016
Q3 | $984K | Sell |
4,417
-3,100
| -41% | -$705K | 0.01% | 599 |
|
|
2016
Q2 | $1.72M | Buy |
7,517
+2,911
| +63% | +$650K | 0.01% | 371 |
|
|
2016
Q1 | $1.08M | Hold |
4,606
| – | – | 0.01% | 478 |
|
|
2015
Q4 | $1.1M | Hold |
4,606
| – | – | 0.01% | 477 |
|
|
2015
Q3 | $1.03M | Buy |
+4,606
| New | +$1.02M | 0.01% | 465 |
|
|
2015
Q2 | – | Sell |
-2,819
| Closed | -$648K | – | 1676 |
|
|
2015
Q1 | $648K | Sell |
2,819
-6
| -0.2% | -$1.36K | 0.01% | 623 |
|
|
2014
Q4 | $584K | Sell |
2,825
-100
| -3% | -$19.8K | 0.01% | 635 |
|
|
2014
Q3 | $523K | Hold |
2,925
| – | – | 0.01% | 636 |
|
|
2014
Q2 | $541K | Buy |
2,925
+2,695
| +1,172% | +$477K | 0.01% | 614 |
|
|
2014
Q1 | $39K | Buy |
230
+5
| +2% | +$806 | ﹤0.01% | 1961 |
|
|
2013
Q4 | $32K | Hold |
225
| – | – | ﹤0.01% | 1901 |
|
|
2013
Q3 | $33K | Hold |
225
| – | – | ﹤0.01% | 1772 |
|
|
2013
Q2 | $36K | Buy |
+225
| New | +$35.4K | ﹤0.01% | 1561 |
|
Other funds holding ESS
VPM
VCM
Creative Planning's ESS Position: Q1 2026 in Review
Creative Planning increased its Essex Property Trust (ESS) stake by 68% in Q1 2026, buying an estimated $2.38M and bringing the position to 23,332 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1100.
Creative Planning first reported a position in ESS in Q2 2013 and has held it in 51 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.
- Creative Planning held 23,332 shares of Essex Property Trust worth $5.65M as of Q1 2026.
- Creative Planning bought 9,427 Essex Property Trust shares in Q1 2026, an estimated $2.38M.
- Essex Property Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1100 holding.
- Creative Planning first reported a position in Essex Property Trust in Q2 2013 and has held it in 51 quarters since.
- 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.