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

Dogwood 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	$4.08K	Buy	14 +6	+75%	+$1.61K	﹤0.01%	542
2026 Q1	$1.94K	Sell	8 -1	-11%	-$252	﹤0.01%	646
2025 Q4	$2.35K	Buy	9 +2	+29%	+$518	﹤0.01%	535
2025 Q3	$1.87K	Sell	7 -14	-67%	-$3.78K	﹤0.01%	532
2025 Q2	$6.01K	Buy	+21	New	+$5.9K	﹤0.01%	388
2024 Q3	–	Hold	0	–	–	–	458
2024 Q2	–	Hold	0	–	–	–	484
2024 Q1	–	Hold	0	–	–	–	586
2023 Q4	–	Hold	0	–	–	–	542

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

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

Dogwood Wealth Management increased its Essex Property Trust (ESS) stake by 75% in Q2 2026, buying an estimated $1.61K and bringing the position to 14 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Dogwood Wealth Management first reported a position in ESS in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.01K in Q2 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Dogwood Wealth Management held 14 shares of Essex Property Trust worth $4.08K as of Q2 2026.
Dogwood Wealth Management bought 6 Essex Property Trust shares in Q2 2026, an estimated $1.61K.
Essex Property Trust made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #542 holding.
Dogwood Wealth Management first reported a position in Essex Property Trust in Q2 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's Essex Property Trust position peaked at $6.01K in Q2 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.