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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's ESS Position: Q2 2026 in Review

Elevation Wealth Partners increased its Essex Property Trust (ESS) stake by 523% in Q2 2026, buying an estimated $36.6K and bringing the position to 162 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #314.

Elevation Wealth Partners first reported a position in ESS in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Elevation Wealth Partners held 162 shares of Essex Property Trust worth $47.2K as of Q2 2026.
Elevation Wealth Partners bought 136 Essex Property Trust shares in Q2 2026, an estimated $36.6K.
Essex Property Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #314 holding.
Elevation Wealth Partners first reported a position in Essex Property Trust in Q3 2025 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.