Envestnet Portfolio Solutions
ESS icon

Envestnet Portfolio Solutions’s Essex Property Trust ESS Stock Holding History

Envestnet Portfolio Solutions’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
-937
Closed -$245K – 1347
2025
Q4 		$245K Sell
937
-61
-6% -$15.8K ﹤0.01% 1383
2025
Q3 		$267K Sell
998
-70
-7% -$18.9K ﹤0.01% 1305
2025
Q2 		$303K Sell
1,068
-545
-34% -$153K ﹤0.01% 1327
2025
Q1 		$495K Sell
1,613
-11,916
-88% -$3.48M ﹤0.01% 1055
2024
Q4 		$3.86M Sell
13,529
-10,096
-43% -$2.98M 0.01% 461
2024
Q3 		$6.98M Buy
23,625
+8,641
+58% +$2.51M 0.02% 323
2024
Q2 		$4.08M Sell
14,984
-133
-0.9% -$34.1K 0.01% 422
2024
Q1 		$3.7M Buy
15,117
+2,233
+17% +$532K 0.01% 464
2023
Q4 		$3.19M Buy
12,884
+1,709
+15% +$377K 0.01% 457
2023
Q3 		$2.37M Buy
+11,175
New +$2.62M 0.01% 501

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's ESS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 937 shares — an estimated $245K sold.

Envestnet Portfolio Solutions first reported a position in ESS in Q3 2023 and held it in 10 quarters. The position peaked at $6.98M in Q3 2024. 611 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 937 Essex Property Trust shares in Q1 2026, an estimated $245K.
  • Envestnet Portfolio Solutions first reported a position in Essex Property Trust in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Essex Property Trust position peaked at $6.98M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.