EWA
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EP Wealth Advisors’s Essex Property Trust ESS Stock Holding History

EP Wealth Advisors’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 		$868K Buy
2,978
+877
+42% +$236K ﹤0.01% 794
2026
Q1 		$509K Buy
2,101
+808
+62% +$204K ﹤0.01% 888
2025
Q4 		$338K Buy
+1,293
New +$335K ﹤0.01% 1068
2025
Q2 		$325K Sell
1,147
-157
-12% -$44.1K ﹤0.01% 971
2025
Q1 		$400K Buy
1,304
+76
+6% +$22.2K ﹤0.01% 788
2024
Q4 		$351K Sell
1,228
-1
-0.1% -$295 ﹤0.01% 811
2024
Q3 		$363K Buy
1,229
+1
+0.1% +$290 ﹤0.01% 792
2024
Q2 		$334K Hold
1,228
– – ﹤0.01% 623
2024
Q1 		$301K Buy
1,228
+44
+4% +$10.5K ﹤0.01% 626
2023
Q4 		$294K Sell
1,184
-2
-0.2% -$441 ﹤0.01% 622
2023
Q3 		$252K Sell
1,186
-6,209
-84% -$1.46M ﹤0.01% 599
2023
Q2 		$306K Sell
7,395
-133,444
-95% -$29.2M ﹤0.01% 561
2023
Q1 		$4.79M Buy
140,839
+139,393
+9,640% +$30.7M 0.08% 140
2022
Q4 		$306K Buy
+1,446
New +$316K 0.01% 466
2022
Q3 		– Sell
-1,407
Closed -$368K – 425
2022
Q2 		$368K Buy
+1,407
New +$426K 0.01% 440
2020
Q2 		– Sell
-2,058
Closed -$493K – 245
2020
Q1 		$453K Sell
2,058
-62
-3% -$17.8K 0.02% 263
2019
Q4 		$638K Hold
2,120
– – 0.03% 243
2019
Q3 		$692K Hold
2,120
– – 0.03% 199
2019
Q2 		$619K Buy
2,120
+108
+5% +$31.1K 0.04% 180
2019
Q1 		$582K Sell
2,012
-117
-5% -$31.9K 0.06% 156
2018
Q4 		$522K Buy
+2,129
New +$537K 0.04% 173

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 $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's ESS Position: Q2 2026 in Review

EP Wealth Advisors increased its Essex Property Trust (ESS) stake by 42% in Q2 2026, buying an estimated $236K and bringing the position to 2,978 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

EP Wealth Advisors first reported a position in ESS in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.79M in Q1 2023. 630 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • EP Wealth Advisors held 2,978 shares of Essex Property Trust worth $868K as of Q2 2026.
  • EP Wealth Advisors bought 877 Essex Property Trust shares in Q2 2026, an estimated $236K.
  • Essex Property Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #794 holding.
  • EP Wealth Advisors first reported a position in Essex Property Trust in Q4 2018 and has held it in 21 quarters since.
  • EP Wealth Advisors's Essex Property Trust position peaked at $4.79M in Q1 2023.
  • 630 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.