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Farther Finance Advisors’s Essex Property Trust ESS Stock Holding History

Farther Finance 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
Q3 		$172K Buy
637
+283
+80% +$80.6K ﹤0.01% 2422
2026
Q2 		$104K Buy
354
+43
+14% +$11.6K ﹤0.01% 2679
2026
Q1 		$75.7K Sell
311
-20
-6% -$5.04K ﹤0.01% 2715
2025
Q4 		$86.6K Sell
331
-244
-42% -$63.1K ﹤0.01% 2436
2025
Q3 		$154K Sell
575
-1
-0.2% -$270 ﹤0.01% 1761
2025
Q2 		$163K Sell
576
-90
-14% -$25.3K ﹤0.01% 1492
2025
Q1 		$204K Sell
666
-166
-20% -$48.5K 0.01% 1219
2024
Q4 		$238K Sell
832
-50
-6% -$14.8K 0.01% 909
2024
Q3 		$261K Buy
882
+113
+15% +$32.8K 0.01% 892
2024
Q2 		$210K Buy
769
+148
+24% +$38K 0.01% 821
2024
Q1 		$149K Sell
621
-29
-4% -$6.9K 0.01% 798
2023
Q4 		$161K Buy
650
+247
+61% +$54.5K 0.01% 628
2023
Q3 		$85.5K Buy
403
+93
+30% +$21.8K 0.01% 615
2023
Q2 		$72.6K Buy
310
+1
+0.3% +$219 0.02% 555
2023
Q1 		$64.6K Buy
309
+3
+1% +$662 0.02% 529
2022
Q4 		$64.8K Buy
+306
New +$66.9K 0.03% 437

Other funds holding ESS

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's ESS Position: Q3 2026 in Review

Farther Finance Advisors increased its Essex Property Trust (ESS) stake by 80% in Q3 2026, buying an estimated $80.6K and bringing the position to 637 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Farther Finance Advisors first reported a position in ESS in Q4 2022 and has held it in 16 quarters since. The position peaked at $261K in Q3 2024. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Farther Finance Advisors held 637 shares of Essex Property Trust worth $172K as of Q3 2026.
  • Farther Finance Advisors bought 283 Essex Property Trust shares in Q3 2026, an estimated $80.6K.
  • Essex Property Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2422 holding.
  • Farther Finance Advisors first reported a position in Essex Property Trust in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Essex Property Trust position peaked at $261K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.