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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
3,755
+668
+22% +$180K 0.02% 385
2026
Q1
$747K Buy
3,087
+1,506
+95% +$380K 0.01% 419
2025
Q4
$414K Buy
+1,581
New +$409K 0.01% 586
2025
Q2
Sell
-735
Closed -$225K 705
2025
Q1
$225K Buy
+735
New +$215K 0.01% 582

Other funds holding ESS

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

Empirical Wealth Management increased its Essex Property Trust (ESS) stake by 22% in Q2 2026, buying an estimated $180K and bringing the position to 3,755 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #385.

Empirical Wealth Management first reported a position in ESS in Q1 2025 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Empirical Wealth Management held 3,755 shares of Essex Property Trust worth $1.09M as of Q2 2026.
  • Empirical Wealth Management bought 668 Essex Property Trust shares in Q2 2026, an estimated $180K.
  • Essex Property Trust made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Empirical Wealth Management first reported a position in Essex Property Trust in Q1 2025 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.