Diversify Wealth Management
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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
Q3 		$5.3M Buy
19,649
+946
+5% +$269K 0.08% 223
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% 121
2024
Q2 		$1.84M Buy
+6,738
New +$1.73M 0.23% 104

Other funds holding ESS

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Diversify Wealth Management's ESS Position: Q3 2026 in Review

Diversify Wealth Management increased its Essex Property Trust (ESS) stake by 5.1% in Q3 2026, buying an estimated $269K and bringing the position to 19,649 shares worth $5.3M. The position accounts for 0.08% of the portfolio, ranked #223.

Diversify Wealth Management first reported a position in ESS in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.81M in Q1 2026. 117 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Diversify Wealth Management held 19,649 shares of Essex Property Trust worth $5.3M as of Q3 2026.
  • Diversify Wealth Management bought 946 Essex Property Trust shares in Q3 2026, an estimated $269K.
  • Essex Property Trust made up 0.08% of Diversify Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Diversify Wealth Management first reported a position in Essex Property Trust in Q2 2024 and has held it in 10 quarters since.
  • Diversify Wealth Management's Essex Property Trust position peaked at $8.81M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.