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Hennion & Walsh Asset Management’s Essex Property Trust ESS Stock Holding History

Hennion & Walsh Asset 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 		$416K Sell
1,428
-10
-0.7% -$2.69K 0.01% 794
2026
Q1 		$348K Sell
1,438
-1,164
-45% -$294K 0.01% 800
2025
Q4 		$681K Sell
2,602
-1,074
-29% -$278K 0.02% 625
2025
Q3 		$984K Sell
3,676
-128
-3% -$34.6K 0.04% 513
2025
Q2 		$1.08M Sell
3,804
-964
-20% -$271K 0.04% 477
2025
Q1 		$1.46M Sell
4,768
-981
-17% -$287K 0.07% 360
2024
Q4 		$1.64M Buy
5,749
+1,195
+26% +$353K 0.07% 337
2024
Q3 		$1.35M Buy
4,554
+1,310
+40% +$380K 0.06% 384
2024
Q2 		$883K Buy
3,244
+1,184
+57% +$304K 0.05% 454
2024
Q1 		$504K Buy
2,060
+1,109
+117% +$264K 0.03% 565
2023
Q4 		$236K Buy
+951
New +$210K 0.01% 744
2023
Q3 		– Sell
-989
Closed -$232K – 816
2023
Q2 		$232K Sell
989
-31
-3% -$6.78K 0.01% 723
2023
Q1 		$213K Sell
1,020
-585
-36% -$129K 0.01% 724
2022
Q4 		$340K Sell
1,605
-445
-22% -$97.3K 0.02% 592
2022
Q3 		$497K Sell
2,050
-365
-15% -$98.8K 0.03% 483
2022
Q2 		$632K Buy
2,415
+653
+37% +$198K 0.04% 439
2022
Q1 		$609K Buy
1,762
+134
+8% +$44.8K 0.03% 473
2021
Q4 		$573K Buy
1,628
+475
+41% +$162K 0.03% 509
2021
Q3 		$369K Buy
1,153
+483
+72% +$156K 0.02% 585
2021
Q2 		$201K Buy
+670
New +$198K 0.01% 707

Other funds holding ESS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Hennion & Walsh Asset Management's ESS Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Essex Property Trust (ESS) stake by 0.7% in Q2 2026, selling an estimated $2.69K and leaving 1,428 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #794.

Hennion & Walsh Asset Management first reported a position in ESS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.64M in Q4 2024. 88 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Hennion & Walsh Asset Management held 1,428 shares of Essex Property Trust worth $416K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 10 Essex Property Trust shares in Q2 2026, an estimated $2.69K.
  • Essex Property Trust made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #794 holding.
  • Hennion & Walsh Asset Management first reported a position in Essex Property Trust in Q2 2021 and has held it in 20 quarters since.
  • Hennion & Walsh Asset Management's Essex Property Trust position peaked at $1.64M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.