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Hemington Wealth Management’s Essex Property Trust ESS Stock Holding History

Hemington 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
2025
Q3 		$2K Hold
10
– – ﹤0.01% 1328
2025
Q2 		$2K Hold
10
– – ﹤0.01% 1297
2025
Q1 		$3K Hold
10
– – ﹤0.01% 1183
2024
Q4 		$2K Hold
10
– – ﹤0.01% 1256
2024
Q3 		$2K Buy
+10
New +$2.9K ﹤0.01% 1169

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hemington Wealth Management's ESS Position: Q3 2025 in Review

Hemington Wealth Management held its Essex Property Trust (ESS) position steady in Q3 2025 at 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Hemington Wealth Management first reported a position in ESS in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q1 2025. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Hemington Wealth Management held 10 shares of Essex Property Trust worth $2K as of Q3 2025.
  • Hemington Wealth Management left its Essex Property Trust share count unchanged in Q3 2025.
  • Essex Property Trust made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1328 holding.
  • Hemington Wealth Management first reported a position in Essex Property Trust in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Essex Property Trust position peaked at $3K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.