EWP
ESS icon

Elevation Wealth Partners’s Essex Property Trust ESS Stock Holding History

Elevation Wealth Partners’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 		$84K Buy
312
+150
+93% +$42.7K 0.02% 234
2026
Q2 		$47.2K Buy
162
+136
+523% +$36.6K 0.01% 314
2026
Q1 		$6.29K Buy
26
+14
+117% +$3.53K ﹤0.01% 639
2025
Q4 		$3.14K Sell
12
-5
-29% -$1.29K ﹤0.01% 720
2025
Q3 		$4.55K Buy
+17
New +$4.59K ﹤0.01% 497

Other funds holding ESS

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's ESS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Essex Property Trust (ESS) stake by 93% in Q3 2026, buying an estimated $42.7K and bringing the position to 312 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #234.

Elevation Wealth Partners first reported a position in ESS in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Elevation Wealth Partners held 312 shares of Essex Property Trust worth $84K as of Q3 2026.
  • Elevation Wealth Partners bought 150 Essex Property Trust shares in Q3 2026, an estimated $42.7K.
  • Essex Property Trust made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #234 holding.
  • Elevation Wealth Partners first reported a position in Essex Property Trust in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.