GWP
ESS icon

Gen-Wealth Partners’s Essex Property Trust ESS Stock Holding History

Gen-Wealth Partners’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 		$354K Sell
1,214
-99
-8% -$26.6K 0.1% 178
2026
Q1 		$318K Buy
1,313
+47
+4% +$11.9K 0.1% 190
2025
Q4 		$331K Sell
1,266
-496
-28% -$128K 0.11% 201
2025
Q3 		$472K Sell
1,762
-80
-4% -$21.6K 0.16% 156
2025
Q2 		$522K Sell
1,842
-11
-0.6% -$3.09K 0.2% 129
2025
Q1 		$568K Sell
1,853
-99
-5% -$28.9K 0.24% 114
2024
Q4 		$557K Buy
1,952
+45
+2% +$13.3K 0.24% 113
2024
Q3 		$561K Sell
1,907
-217
-10% -$62.9K 0.25% 111
2024
Q2 		$578K Buy
2,124
+189
+10% +$48.5K 0.28% 82
2024
Q1 		$474K Buy
+1,935
New +$461K 0.23% 107

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Gen-Wealth Partners's ESS Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Essex Property Trust (ESS) stake by 7.5% in Q2 2026, selling an estimated $26.6K and leaving 1,214 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #178.

Gen-Wealth Partners first reported a position in ESS in Q1 2024 and has held it in 10 quarters since. The position peaked at $578K in Q2 2024. 332 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Gen-Wealth Partners held 1,214 shares of Essex Property Trust worth $354K as of Q2 2026.
  • Gen-Wealth Partners sold 99 Essex Property Trust shares in Q2 2026, an estimated $26.6K.
  • Essex Property Trust made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • Gen-Wealth Partners first reported a position in Essex Property Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Essex Property Trust position peaked at $578K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.