EWA
ESS icon

EverSource Wealth Advisors’s Essex Property Trust ESS Stock Holding History

EverSource 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
Q1 		$64.1K Buy
265
+63
+31% +$15.9K ﹤0.01% 1719
2025
Q4 		$52.9K Sell
202
-87
-30% -$22.5K ﹤0.01% 1708
2025
Q3 		$77.4K Buy
289
+10
+4% +$2.7K ﹤0.01% 1412
2025
Q2 		$79.1K Buy
279
+115
+70% +$32.3K ﹤0.01% 1333
2025
Q1 		$50.4K Buy
164
+77
+89% +$22.5K ﹤0.01% 1236
2024
Q4 		$24.7K Buy
87
+19
+28% +$5.61K ﹤0.01% 1510
2024
Q3 		$20.1K Buy
68
+41
+152% +$11.9K ﹤0.01% 1481
2024
Q2 		$7.51K Buy
27
+5
+23% +$1.28K ﹤0.01% 2022
2024
Q1 		$5.42K Sell
22
-2
-8% -$476 ﹤0.01% 2013
2023
Q4 		$5.95K Sell
24
-5
-17% -$1.1K ﹤0.01% 1789
2023
Q3 		$6.16K Sell
29
-2
-6% -$469 ﹤0.01% 1624
2023
Q2 		$7.26K Sell
31
-2
-6% -$437 ﹤0.01% 1582
2023
Q1 		$6.9K Sell
33
-38
-54% -$8.38K ﹤0.01% 1525
2022
Q4 		$15K Buy
71
+59
+492% +$12.9K ﹤0.01% 1172
2022
Q3 		$3K Sell
12
-16
-57% -$4.33K ﹤0.01% 1527
2022
Q2 		$8K Buy
28
+19
+211% +$5.75K ﹤0.01% 1101
2022
Q1 		$3K Buy
9
+5
+125% +$1.67K ﹤0.01% 1409
2021
Q4 		$1K Buy
+4
New +$1.36K ﹤0.01% 1695

Other funds holding ESS

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's ESS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Essex Property Trust (ESS) stake by 31% in Q1 2026, buying an estimated $15.9K and bringing the position to 265 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

EverSource Wealth Advisors first reported a position in ESS in Q4 2021 and has held it in 18 quarters since. The position peaked at $79.1K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • EverSource Wealth Advisors held 265 shares of Essex Property Trust worth $64.1K as of Q1 2026.
  • EverSource Wealth Advisors bought 63 Essex Property Trust shares in Q1 2026, an estimated $15.9K.
  • Essex Property Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1719 holding.
  • EverSource Wealth Advisors first reported a position in Essex Property Trust in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Essex Property Trust position peaked at $79.1K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.