EWM
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Elevatus Welath Management’s Essex Property Trust ESS Stock Holding History

Elevatus Welath 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
2025
Q2 		– Sell
-6,622
Closed -$2.03M – 120
2025
Q1 		$2.03M Buy
+6,622
New +$1.93M 1.15% 22

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elevatus Welath Management's ESS Position: Q2 2025 in Review

Elevatus Welath Management sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 6,622 shares — an estimated $2.03M sold.

Elevatus Welath Management first reported a position in ESS in Q1 2025 and held it in 1 quarter. The position peaked at $2.03M in Q1 2025. 616 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • Elevatus Welath Management reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 6,622 Essex Property Trust shares in Q2 2025, an estimated $2.03M.
  • Elevatus Welath Management first reported a position in Essex Property Trust in Q1 2025 and held it in 1 quarter.
  • Elevatus Welath Management's Essex Property Trust position peaked at $2.03M in Q1 2025.
  • 616 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Elevatus Welath Management's 13F filing for Q2 2025, filed 14 Aug 2025.