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HHM Wealth Advisors’s Essex Property Trust ESS Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-10
Closed -$3.07K – 885
2025
Q1 		$3.07K Hold
10
– – ﹤0.01% 714
2024
Q4 		$2.85K Buy
+10
New +$2.95K ﹤0.01% 719
2024
Q2 		– Sell
-41
Closed -$10K – 807
2024
Q1 		$10K Hold
41
– – ﹤0.01% 520
2023
Q4 		$10.2K Hold
41
– – ﹤0.01% 509
2023
Q3 		$8.7K Hold
41
– – ﹤0.01% 529
2023
Q2 		$9.61K Sell
41
-3
-7% -$656 ﹤0.01% 540
2023
Q1 		$9.2K Buy
44
+2
+5% +$441 ﹤0.01% 542
2022
Q4 		$8.9K Buy
42
+10
+31% +$2.19K ﹤0.01% 468
2022
Q3 		$8K Hold
32
– – ﹤0.01% 465
2022
Q2 		$8K Hold
32
– – ﹤0.01% 567
2022
Q1 		$11K Buy
+32
New +$10.7K ﹤0.01% 526

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 $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HHM Wealth Advisors's ESS Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 10 shares — an estimated $3.07K sold.

HHM Wealth Advisors first reported a position in ESS in Q1 2022 and held it in 11 quarters. The position peaked at $11K in Q1 2022. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 10 Essex Property Trust shares in Q2 2025, an estimated $3.07K.
  • HHM Wealth Advisors first reported a position in Essex Property Trust in Q1 2022 and held it in 11 quarters.
  • HHM Wealth Advisors's Essex Property Trust position peaked at $11K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.