Grove Bank & Trust’s Essex Property Trust ESS Stock Holding History

Grove Bank & Trust’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	$2.42K	Hold	9	–	–	﹤0.01%	829
2026 Q2	$2.62K	Hold	9	–	–	﹤0.01%	785
2026 Q1	$2.18K	Hold	9	–	–	﹤0.01%	783
2025 Q4	$2.35K	Hold	9	–	–	﹤0.01%	792
2025 Q3	$2.41K	Hold	9	–	–	﹤0.01%	770
2025 Q2	$2.55K	Hold	9	–	–	﹤0.01%	765
2025 Q1	$2.76K	Hold	9	–	–	﹤0.01%	749
2024 Q4	$2.57K	Hold	9	–	–	﹤0.01%	669
2024 Q3	$2.66K	Buy	+9	New	+$2.61K	﹤0.01%	636
2023 Q3	–	Sell	-4	Closed	-$937	–	755
2023 Q2	$937	Hold	4	–	–	﹤0.01%	623
2023 Q1	$837	Hold	4	–	–	﹤0.01%	710
2022 Q4	$1K	Buy	+4	New	+$874	﹤0.01%	605
2018 Q1	–	Sell	-28	Closed	-$7K	–	261
2017 Q4	$7K	Hold	28	–	–	﹤0.01%	464
2017 Q3	$7K	Hold	28	–	–	﹤0.01%	493
2017 Q2	$7K	Buy	+28	New	+$7.04K	﹤0.01%	517

Other funds holding ESS

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

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

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

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

Grove Bank & Trust's ESS Position: Q3 2026 in Review

Grove Bank & Trust held its Essex Property Trust (ESS) position steady in Q3 2026 at 9 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Grove Bank & Trust first reported a position in ESS in Q2 2017 and has held it in 15 quarters since. The position peaked at $7K in Q4 2017. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Grove Bank & Trust held 9 shares of Essex Property Trust worth $2.42K as of Q3 2026.
Grove Bank & Trust left its Essex Property Trust share count unchanged in Q3 2026.
Essex Property Trust made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #829 holding.
Grove Bank & Trust first reported a position in Essex Property Trust in Q2 2017 and has held it in 15 quarters since.
Grove Bank & Trust's Essex Property Trust position peaked at $7K in Q4 2017.
19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.