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Crestwood Advisors Group’s Essex Property Trust ESS Stock Holding History

Crestwood Advisors 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 		$665K Buy
2,281
+848
+59% +$228K 0.01% 400
2026
Q1 		$347K Buy
1,433
+268
+23% +$67.6K 0.01% 528
2025
Q4 		$305K Buy
+1,165
New +$302K 0.01% 511

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crestwood Advisors Group's ESS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Essex Property Trust (ESS) stake by 59% in Q2 2026, buying an estimated $228K and bringing the position to 2,281 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #400.

Crestwood Advisors Group first reported a position in ESS in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Crestwood Advisors Group held 2,281 shares of Essex Property Trust worth $665K as of Q2 2026.
  • Crestwood Advisors Group bought 848 Essex Property Trust shares in Q2 2026, an estimated $228K.
  • Essex Property Trust made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #400 holding.
  • Crestwood Advisors Group first reported a position in Essex Property Trust in Q4 2025 and has held it in 3 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.