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GoalVest Advisory’s Essex Property Trust ESS Stock Holding History

GoalVest Advisory’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
-50
Closed -$13.4K – 522
2025
Q3 		$13.4K Hold
50
– – ﹤0.01% 316
2025
Q2 		$14.2K Buy
+50
New +$14K ﹤0.01% 292

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 $3.37T AUM 44.26% 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

GoalVest Advisory's ESS Position: Q4 2025 in Review

GoalVest Advisory sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 50 shares — an estimated $13.4K sold.

GoalVest Advisory first reported a position in ESS in Q2 2025 and held it in 2 quarters. The position peaked at $14.2K in Q2 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • GoalVest Advisory reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 50 Essex Property Trust shares in Q4 2025, an estimated $13.4K.
  • GoalVest Advisory first reported a position in Essex Property Trust in Q2 2025 and held it in 2 quarters.
  • GoalVest Advisory's Essex Property Trust position peaked at $14.2K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.