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Global Retirement Partners’s Essex Property Trust ESS Stock Holding History

Global Retirement 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 		$227K Buy
+779
New +$209K ﹤0.01% 1515
2025
Q4 		$216K Buy
825
+521
+171% +$135K ﹤0.01% 1428
2025
Q3 		$81.2K Buy
304
+8
+3% +$2.16K ﹤0.01% 1615
2025
Q2 		$83.9K Buy
+296
New +$83.1K ﹤0.01% 1514
2024
Q4 		$55.1K Buy
193
+5
+3% +$1.48K ﹤0.01% 1577
2024
Q3 		$55.5K Buy
188
+99
+111% +$28.7K ﹤0.01% 1511
2024
Q2 		$24.2K Buy
89
+34
+62% +$8.73K ﹤0.01% 1883
2024
Q1 		$13.5K Buy
55
+8
+17% +$1.9K ﹤0.01% 1983
2023
Q4 		$11.7K Sell
47
-4
-8% -$882 ﹤0.01% 2010
2023
Q3 		$10.7K Sell
51
-5
-9% -$1.17K ﹤0.01% 1925
2023
Q2 		$13.1K Buy
56
+36
+180% +$7.87K ﹤0.01% 1865
2023
Q1 		$4.33K Sell
20
-24
-55% -$5.29K ﹤0.01% 2210
2022
Q4 		$9.32K Buy
44
+42
+2,100% +$9.18K ﹤0.01% 1809
2022
Q3 		$0 Sell
2
-17
-89% -$4.6K ﹤0.01% 2769
2022
Q2 		$5K Buy
19
+9
+90% +$2.72K ﹤0.01% 1876
2022
Q1 		$3K Buy
+10
New +$3.34K ﹤0.01% 2050
2021
Q4 		– Sell
-3
Closed -$1K – 676
2021
Q3 		$1K Buy
+3
New +$971 ﹤0.01% 1885
2019
Q1 		– Sell
-29
Closed -$7K – 1527
2018
Q4 		$7K Hold
29
– – ﹤0.01% 1062
2018
Q3 		$7K Hold
29
– – ﹤0.01% 1130
2018
Q2 		$7K Hold
29
– – ﹤0.01% 1093
2018
Q1 		$7K Hold
29
– – ﹤0.01% 1059
2017
Q4 		$7K Buy
+29
New +$7.32K ﹤0.01% 1012

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Retirement Partners's ESS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Essex Property Trust (ESS) in Q2 2026: 779 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESS as recently as Q4 2025.

Global Retirement Partners first reported a position in ESS in Q4 2017 and has held it in 22 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Global Retirement Partners held 779 shares of Essex Property Trust worth $227K as of Q2 2026.
  • Essex Property Trust was a new Global Retirement Partners position in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1515 holding.
  • Global Retirement Partners first reported a position in Essex Property Trust in Q4 2017 and has held it in 22 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.