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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
Q2 		$291 Hold
100
– – ﹤0.01% 1267
2026
Q1 		$265 Buy
+100
New +$25.2K ﹤0.01% 1157

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

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.