GeoWealth Management’s Essex Property Trust ESS Stock Holding History

GeoWealth Management’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	$1.5M	Sell	5,146 -450	-8%	-$121K	0.05%	234
2026 Q1	$1.35M	Sell	5,596 -510	-8%	-$129K	0.05%	223
2025 Q4	$1.6M	Buy	6,106 +420	+7%	+$109K	0.06%	188
2025 Q3	$1.52M	Buy	5,686 +454	+9%	+$123K	0.06%	216
2025 Q2	$1.48M	Sell	5,232 -555	-10%	-$156K	0.06%	190
2025 Q1	$1.77M	Buy	5,787 +37	+0.6%	+$10.8K	0.07%	160
2024 Q4	$1.64M	Buy	5,750 +1,147	+25%	+$339K	0.05%	202
2024 Q3	$1.36M	Buy	4,603 +9	+0.2%	+$2.61K	0.05%	242
2024 Q2	$1.25M	Buy	4,594 +841	+22%	+$216K	0.05%	224
2024 Q1	$919K	Buy	+3,753	New	+$893K	0.04%	314

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's ESS Position: Q2 2026 in Review

GeoWealth Management reduced its Essex Property Trust (ESS) stake by 8% in Q2 2026, selling an estimated $121K and leaving 5,146 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #234.

GeoWealth Management first reported a position in ESS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

GeoWealth Management held 5,146 shares of Essex Property Trust worth $1.5M as of Q2 2026.
GeoWealth Management sold 450 Essex Property Trust shares in Q2 2026, an estimated $121K.
Essex Property Trust made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #234 holding.
GeoWealth Management first reported a position in Essex Property Trust in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's Essex Property Trust position peaked at $1.77M in Q1 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.