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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return