DWS
ESS icon

Dynamic Wealth Strategies’s Essex Property Trust ESS Stock Holding History

Dynamic Wealth Strategies’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 		– Sell
-58
Closed -$15.2K – 290
2025
Q4 		$15.2K Hold
58
– – 0.01% 188
2025
Q3 		$15.5K Hold
58
– – 0.01% 183
2025
Q2 		$16.4K Sell
58
-56
-49% -$15.7K 0.01% 173
2025
Q1 		$34.9K Buy
+114
New +$33.3K 0.03% 148
2024
Q4 		– Sell
-114
Closed -$34K – 121
2024
Q3 		$34K Buy
114
+58
+104% +$16.8K 0.03% 150
2024
Q2 		$15K Hold
56
– – 0.01% 176
2024
Q1 		$14K Sell
56
-18
-24% -$4.29K 0.01% 187
2023
Q4 		$18.3K Buy
+74
New +$16.3K 0.02% 175

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynamic Wealth Strategies's ESS Position: Q1 2026 in Review

Dynamic Wealth Strategies sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 58 shares — an estimated $15.2K sold.

Dynamic Wealth Strategies first reported a position in ESS in Q4 2023 and held it in 8 quarters. The position peaked at $34.9K in Q1 2025. 610 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Dynamic Wealth Strategies reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 58 Essex Property Trust shares in Q1 2026, an estimated $15.2K.
  • Dynamic Wealth Strategies first reported a position in Essex Property Trust in Q4 2023 and held it in 8 quarters.
  • Dynamic Wealth Strategies's Essex Property Trust position peaked at $34.9K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.