Diversify Wealth Management’s Essex Property Trust ESS Stock Holding History

Diversify Wealth Management’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	$5.44M	Sell	18,703 -14,536	-44%	-$3.91M	0.09%	208
2026 Q1	$8.81M	Buy	33,239 +12,300	+59%	+$3.1M	0.16%	142
2025 Q4	$5.23M	Sell	20,939 -611	-3%	-$158K	0.24%	109
2025 Q3	$5.48M	Buy	21,550 +1,659	+8%	+$448K	0.32%	86
2025 Q2	$5.05M	Buy	19,891 +2,944	+17%	+$827K	0.31%	85
2025 Q1	$4.66M	Buy	16,947 +3,419	+25%	+$999K	0.35%	70
2024 Q4	$3.68M	Buy	13,528 +5,924	+78%	+$1.75M	0.29%	94
2024 Q3	$2.28M	Buy	7,604 +866	+13%	+$251K	0.22%	120
2024 Q2	$1.84M	Buy	+6,738	New	+$1.73M	0.23%	104

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 $3.37T AUM 44.26% 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

Diversify Wealth Management's ESS Position: Q2 2026 in Review

Diversify Wealth Management reduced its Essex Property Trust (ESS) stake by 44% in Q2 2026, selling an estimated $3.91M and leaving 18,703 shares worth $5.44M. The position accounts for 0.09% of the portfolio, ranked #208.

Diversify Wealth Management first reported a position in ESS in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.81M in Q1 2026. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Diversify Wealth Management held 18,703 shares of Essex Property Trust worth $5.44M as of Q2 2026.
Diversify Wealth Management sold 14,536 Essex Property Trust shares in Q2 2026, an estimated $3.91M.
Essex Property Trust made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #208 holding.
Diversify Wealth Management first reported a position in Essex Property Trust in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Essex Property Trust position peaked at $8.81M in Q1 2026.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.