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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Wealth Management's ESS Position: Q1 2026 in Review

Diversify Wealth Management increased its Essex Property Trust (ESS) stake by 59% in Q1 2026, buying an estimated $3.1M and bringing the position to 33,239 shares worth $8.81M. The position accounts for 0.16% of the portfolio, ranked #142.

Diversify Wealth Management first reported a position in ESS in Q2 2024 and has held it in 8 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Diversify Wealth Management held 33,239 shares of Essex Property Trust worth $8.81M as of Q1 2026.
  • Diversify Wealth Management bought 12,300 Essex Property Trust shares in Q1 2026, an estimated $3.1M.
  • Essex Property Trust made up 0.16% of Diversify Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Diversify Wealth Management first reported a position in Essex Property Trust in Q2 2024 and has held it in 8 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.