Horst & Graben Wealth Management’s Essex Property Trust ESS Stock Holding History

Horst & Graben 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	$950K	Hold	3,220	–	–	0.13%	90
2026 Q1	$827K	Hold	3,220	–	–	0.11%	93
2025 Q4	$843K	Hold	3,220	–	–	0.13%	88
2025 Q3	$862K	Hold	3,220	–	–	0.13%	87
2025 Q2	$913K	Hold	3,220	–	–	0.15%	78
2025 Q1	$987K	Hold	3,220	–	–	0.18%	67
2024 Q4	$919K	Hold	3,220	–	–	0.16%	65
2024 Q3	$951K	Hold	3,220	–	–	0.17%	62
2024 Q2	$876K	Hold	3,220	–	–	0.17%	64
2024 Q1	$788K	Hold	3,220	–	–	0.16%	64
2023 Q4	$798K	Hold	3,220	–	–	0.18%	60
2023 Q3	$683K	Hold	3,220	–	–	0.17%	55
2023 Q2	$754K	Hold	3,220	–	–	0.18%	57
2023 Q1	$673K	Hold	3,220	–	–	0.17%	60
2022 Q4	$682K	Hold	3,220	–	–	0.18%	64
2022 Q3	$780K	Hold	3,220	–	–	0.22%	54
2022 Q2	$842K	Hold	3,220	–	–	0.23%	57
2022 Q1	$1.11M	Hold	3,220	–	–	0.27%	46
2021 Q4	$1.13M	Buy	3,220 +20	+0.6%	+$6.81K	0.28%	49
2021 Q3	$1.02M	Hold	3,200	–	–	0.28%	48
2021 Q2	$960K	Hold	3,200	–	–	0.27%	49
2021 Q1	$870K	Hold	3,200	–	–	0.27%	54
2020 Q4	$760K	Hold	3,200	–	–	0.26%	48
2020 Q3	$643K	Hold	3,200	–	–	0.25%	53
2020 Q2	$733K	Hold	3,200	–	–	0.32%	41
2020 Q1	$705K	Buy	+3,200	New	+$920K	0.37%	36

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Horst & Graben Wealth Management's ESS Position: Q2 2026 in Review

Horst & Graben Wealth Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 3,220 shares worth $950K. The position accounts for 0.13% of the portfolio, ranked #90.

Horst & Graben Wealth Management first reported a position in ESS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.13M in Q4 2021. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Horst & Graben Wealth Management held 3,220 shares of Essex Property Trust worth $950K as of Q2 2026.
Horst & Graben Wealth Management left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up 0.13% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #90 holding.
Horst & Graben Wealth Management first reported a position in Essex Property Trust in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's Essex Property Trust position peaked at $1.13M in Q4 2021.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.