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Golden State Wealth Management’s Essex Property Trust ESS Stock Holding History

Golden State Wealth 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 		$21.6K Hold
74
– – ﹤0.01% 936
2026
Q1 		$17.9K Buy
+74
New +$18.7K ﹤0.01% 939
2020
Q2 		– Sell
-10
Closed -$2K – 397
2020
Q1 		$2K Buy
+10
New +$2.87K ﹤0.01% 852

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

Golden State Wealth Management's ESS Position: Q2 2026 in Review

Golden State Wealth Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 74 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Golden State Wealth Management first reported a position in ESS in Q1 2020 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Golden State Wealth Management held 74 shares of Essex Property Trust worth $21.6K as of Q2 2026.
  • Golden State Wealth Management left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #936 holding.
  • Golden State Wealth Management first reported a position in Essex Property Trust in Q1 2020 and has held it in 3 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.