Focus Partners Wealth
ESS icon

Focus Partners Wealth’s Essex Property Trust ESS Stock Holding History

Focus Partners Wealth’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 		$2.37M Buy
9,654
+2,409
+33% +$608K ﹤0.01% 1246
2025
Q4 		$1.9M Buy
7,245
+5,650
+354% +$1.46M ﹤0.01% 1345
2025
Q3 		$426K Buy
1,595
+634
+66% +$171K ﹤0.01% 1674
2025
Q2 		$273K Buy
961
+236
+33% +$66.3K ﹤0.01% 1725
2025
Q1 		$223K Buy
+725
New +$212K ﹤0.01% 1709

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

Focus Partners Wealth's ESS Position: Q1 2026 in Review

Focus Partners Wealth increased its Essex Property Trust (ESS) stake by 33% in Q1 2026, buying an estimated $608K and bringing the position to 9,654 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Focus Partners Wealth first reported a position in ESS in Q1 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Focus Partners Wealth held 9,654 shares of Essex Property Trust worth $2.37M as of Q1 2026.
  • Focus Partners Wealth bought 2,409 Essex Property Trust shares in Q1 2026, an estimated $608K.
  • Essex Property Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1246 holding.
  • Focus Partners Wealth first reported a position in Essex Property Trust in Q1 2025 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.