Golden State Equity Partners’s Essex Property Trust ESS Stock Holding History

Golden State Equity 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	–	Sell	-381	Closed	-$92.2K	–	782
2026 Q1	$92.2K	Buy	+381	New	+$96.1K	0.01%	755
2025 Q3	–	Sell	-1,432	Closed	-$406K	–	460
2025 Q2	$406K	Sell	1,432 -162	-10%	-$45.5K	0.08%	282
2025 Q1	$489K	Sell	1,594 -96	-6%	-$28.1K	0.1%	246
2024 Q4	$482K	Sell	1,690 -1,134	-40%	-$335K	0.09%	242
2024 Q3	$834K	Buy	+2,824	New	+$819K	0.13%	175
2023 Q2	–	Sell	-2,355	Closed	-$493K	–	387
2023 Q1	$493K	Buy	+2,355	New	+$519K	0.27%	98
2022 Q1	$685K	Buy	+1,982	New	+$662K	0.34%	80
2021 Q4	–	Sell	-1,232	Closed	-$394K	–	204
2021 Q3	$394K	Buy	1,232 +33	+3%	+$10.7K	0.16%	128
2021 Q2	$360K	Buy	1,199 +220	+22%	+$64.9K	0.14%	154
2021 Q1	$266K	Buy	+979	New	+$254K	0.15%	133

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 $3.38T AUM 44.17% 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

Golden State Equity Partners's ESS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 381 shares — an estimated $92.2K sold.

Golden State Equity Partners first reported a position in ESS in Q1 2021 and held it in 10 quarters. The position peaked at $834K in Q3 2024. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Golden State Equity Partners reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 381 Essex Property Trust shares in Q2 2026, an estimated $92.2K.
Golden State Equity Partners first reported a position in Essex Property Trust in Q1 2021 and held it in 10 quarters.
Golden State Equity Partners's Essex Property Trust position peaked at $834K in Q3 2024.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.