GWMR
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GC Wealth Management RIA’s Essex Property Trust ESS Stock Holding History

GC Wealth Management RIA’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
2025
Q4 		– Sell
-5,381
Closed -$1.44M – 621
2025
Q3 		$1.44M Buy
5,381
+2,625
+95% +$710K 0.05% 260
2025
Q2 		$781K Buy
2,756
+327
+13% +$91.8K 0.06% 241
2025
Q1 		$745K Sell
2,429
-406
-14% -$119K 0.14% 137
2024
Q4 		$809K Buy
2,835
+545
+24% +$161K 0.14% 119
2024
Q3 		$677K Buy
2,290
+289
+14% +$83.8K 0.12% 153
2024
Q2 		$545K Buy
2,001
+813
+68% +$209K 0.11% 158
2024
Q1 		$291K Buy
1,188
+269
+29% +$64K 0.06% 228
2023
Q4 		$228K Buy
+919
New +$203K 0.1% 197

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return