Frank Rimerman Advisors’s Essex Property Trust ESS Stock Holding History

Frank Rimerman 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	$230K	Buy	853 +9	+1%	+$2.56K	0.01%	576
2026 Q2	$246K	Buy	+844	New	+$227K	0.01%	557
2025 Q2	–	Sell	-946	Closed	-$290K	–	576
2025 Q1	$290K	Buy	946 +80	+9%	+$23.4K	0.02%	413
2024 Q4	$247K	Buy	866 +73	+9%	+$21.6K	0.02%	459
2024 Q3	$234K	Hold	793	–	–	0.02%	474
2024 Q2	$216K	Buy	+793	New	+$204K	0.02%	506
2022 Q2	–	Sell	-594	Closed	-$205K	–	100
2022 Q1	$205K	Hold	594	–	–	0.07%	120
2021 Q4	$209K	Buy	+594	New	+$202K	0.07%	113

Other funds holding ESS

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Frank Rimerman Advisors's ESS Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Essex Property Trust (ESS) stake by 1.1% in Q3 2026, buying an estimated $2.56K and bringing the position to 853 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #576.

Frank Rimerman Advisors first reported a position in ESS in Q4 2021 and has held it in 8 quarters since. The position peaked at $290K in Q1 2025. 92 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Frank Rimerman Advisors held 853 shares of Essex Property Trust worth $230K as of Q3 2026.
Frank Rimerman Advisors bought 9 Essex Property Trust shares in Q3 2026, an estimated $2.56K.
Essex Property Trust made up 0.01% of Frank Rimerman Advisors's portfolio in Q3 2026, its #576 holding.
Frank Rimerman Advisors first reported a position in Essex Property Trust in Q4 2021 and has held it in 8 quarters since.
Frank Rimerman Advisors's Essex Property Trust position peaked at $290K in Q1 2025.
92 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.