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
Q2 		$67.4K Sell
231
-34
-13% -$9.14K ﹤0.01% 1595
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 $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

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

EverSource Wealth Advisors reduced its Essex Property Trust (ESS) stake by 13% in Q2 2026, selling an estimated $9.14K and leaving 231 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

EverSource Wealth Advisors first reported a position in ESS in Q4 2021 and has held it in 19 quarters since. The position peaked at $79.1K in Q2 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • EverSource Wealth Advisors held 231 shares of Essex Property Trust worth $67.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 34 Essex Property Trust shares in Q2 2026, an estimated $9.14K.
  • Essex Property Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1595 holding.
  • EverSource Wealth Advisors first reported a position in Essex Property Trust in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Essex Property Trust position peaked at $79.1K in Q2 2025.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.