Diversify Advisory Services’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
Q2
$5.44M Buy
+18,703
New +$5.03M 0.09% 208
2026
Q1
Sell
-11,704
Closed -$3.02M 426
2025
Q4
$3.02M Buy
11,704
+969
+9% +$251K 0.1% 163
2025
Q3
$2.73M Buy
10,735
+478
+5% +$129K 0.09% 171
2025
Q2
$2.61M Buy
10,257
+4,033
+65% +$1.13M 0.1% 153
2025
Q1
$1.71M Buy
6,224
+925
+17% +$270K 0.11% 138
2024
Q4
$1.44M Sell
5,299
-4,331
-45% -$1.28M 0.08% 177
2024
Q3
$2.83M Sell
9,630
-2,550
-21% -$740K 0.15% 120
2024
Q2
$3.36M Sell
12,180
-3,615
-23% -$928K 0.18% 97
2024
Q1
$3.79M Buy
+15,795
New +$3.76M 0.22% 95

Other funds holding ESS

Diversify Advisory Services's ESS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Essex Property Trust (ESS) in Q2 2026: 18,703 shares worth $5.44M. The stake represents 0.09% of the portfolio and ranks #208 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ESS as recently as Q4 2025.

Diversify Advisory Services first reported a position in ESS in Q1 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Diversify Advisory Services held 18,703 shares of Essex Property Trust worth $5.44M as of Q2 2026.
  • Essex Property Trust was a new Diversify Advisory Services position in Q2 2026.
  • Essex Property Trust made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #208 holding.
  • Diversify Advisory Services first reported a position in Essex Property Trust in Q1 2024 and has held it in 9 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.