Focus Partners Wealth
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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
Q2 		$4.36M Buy
14,960
+5,306
+55% +$1.43M ﹤0.01% 1021
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's ESS Position: Q2 2026 in Review

Focus Partners Wealth increased its Essex Property Trust (ESS) stake by 55% in Q2 2026, buying an estimated $1.43M and bringing the position to 14,960 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Focus Partners Wealth first reported a position in ESS in Q1 2025 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Focus Partners Wealth held 14,960 shares of Essex Property Trust worth $4.36M as of Q2 2026.
  • Focus Partners Wealth bought 5,306 Essex Property Trust shares in Q2 2026, an estimated $1.43M.
  • Essex Property Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1021 holding.
  • Focus Partners Wealth first reported a position in Essex Property Trust in Q1 2025 and has held it in 6 quarters since.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

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