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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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GC Wealth Management RIA's ESS Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 5,381 shares — an estimated $1.44M sold.

GC Wealth Management RIA first reported a position in ESS in Q4 2023 and held it in 8 quarters. The position peaked at $1.44M in Q3 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 5,381 Essex Property Trust shares in Q4 2025, an estimated $1.44M.
  • GC Wealth Management RIA first reported a position in Essex Property Trust in Q4 2023 and held it in 8 quarters.
  • GC Wealth Management RIA's Essex Property Trust position peaked at $1.44M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.