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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
2026
Q3 		$17.2K Buy
+64
New +$18.2K ﹤0.01% 338
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's ESS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Essex Property Trust (ESS) in Q3 2026: 64 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ESS as recently as Q3 2025.

GoalVest Advisory first reported a position in ESS in Q2 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • GoalVest Advisory held 64 shares of Essex Property Trust worth $17.2K as of Q3 2026.
  • Essex Property Trust was a new GoalVest Advisory position in Q3 2026.
  • Essex Property Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #338 holding.
  • GoalVest Advisory first reported a position in Essex Property Trust in Q2 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.