IFP Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.92K | Sell |
10
-6
| -38% | -$1.61K | ﹤0.01% | 4065 |
|
|
2026
Q1 | $3.87K | Sell |
16
-19
| -54% | -$4.79K | ﹤0.01% | 3672 |
|
|
2025
Q4 | $9.16K | Sell |
35
-5
| -13% | -$1.29K | ﹤0.01% | 3111 |
|
|
2025
Q3 | $10.7K | Buy |
+40
| New | +$10.8K | ﹤0.01% | 2871 |
|
|
2025
Q2 | – | Sell |
-13
| Closed | -$3.65K | – | 2182 |
|
|
2025
Q1 | $3.98K | Sell |
13
-17
| -57% | -$4.97K | ﹤0.01% | 2919 |
|
|
2024
Q4 | $8.56K | Hold |
30
| – | – | ﹤0.01% | 2585 |
|
|
2024
Q3 | $8.86K | Hold |
30
| – | – | ﹤0.01% | 2470 |
|
|
2024
Q2 | $8.17K | Buy |
30
+3
| +11% | +$770 | ﹤0.01% | 2410 |
|
|
2024
Q1 | $6.73K | Buy |
27
+3
| +13% | +$714 | ﹤0.01% | 2374 |
|
|
2023
Q4 | $6.06K | Hold |
24
| – | – | ﹤0.01% | 2361 |
|
|
2023
Q3 | $5.18K | Sell |
24
-2
| -8% | -$469 | ﹤0.01% | 2492 |
|
|
2023
Q2 | $6.09K | Buy |
26
+17
| +189% | +$3.72K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $1.52K | Sell |
9
-196
| -96% | -$43.2K | ﹤0.01% | 2978 |
|
|
2022
Q4 | $37K | Sell |
205
-848
| -81% | -$185K | ﹤0.01% | 2440 |
|
|
2022
Q3 | $208K | Buy |
1,053
+71
| +7% | +$19.2K | 0.01% | 1379 |
|
|
2022
Q2 | $197K | Hold |
982
| – | – | 0.01% | 1285 |
|
|
2022
Q1 | $197K | Buy |
982
+657
| +202% | +$219K | 0.01% | 1285 |
|
|
2021
Q4 | $116K | Sell |
325
-99
| -23% | -$33.7K | ﹤0.01% | 1200 |
|
|
2021
Q3 | $137K | Buy |
424
+79
| +23% | +$25.6K | ﹤0.01% | 1138 |
|
|
2021
Q2 | $104K | Buy |
345
+232
| +205% | +$68.4K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $31K | Sell |
113
-209
| -65% | -$54.2K | ﹤0.01% | 1647 |
|
|
2020
Q4 | $76K | Buy |
322
+182
| +130% | +$42K | ﹤0.01% | 1263 |
|
|
2020
Q3 | $27K | Buy |
140
+23
| +20% | +$5.01K | ﹤0.01% | 1520 |
|
|
2020
Q2 | $23K | Sell |
117
-16
| -12% | -$3.83K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $29K | Buy |
133
+2
| +2% | +$575 | ﹤0.01% | 1345 |
|
|
2019
Q4 | $39K | Sell |
131
-2
| -2% | -$632 | ﹤0.01% | 1356 |
|
|
2019
Q3 | $44K | Buy |
+133
| New | +$41.6K | ﹤0.01% | 1424 |
|
|
2019
Q1 | – | Sell |
-171
| Closed | -$42K | – | 2660 |
|
|
2018
Q4 | $42K | Sell |
171
-177
| -51% | -$44.6K | ﹤0.01% | 1700 |
|
|
2018
Q3 | $86K | Sell |
348
-24
| -6% | -$5.78K | ﹤0.01% | 1576 |
|
|
2018
Q2 | $89K | Sell |
372
-109
| -23% | -$26K | ﹤0.01% | 1544 |
|
|
2018
Q1 | $116K | Hold |
481
| – | – | 0.01% | 1298 |
|
|
2017
Q4 | $116K | Sell |
481
-1,055
| -69% | -$266K | 0.01% | 1307 |
|
|
2017
Q3 | $390K | Sell |
1,536
-39
| -2% | -$10.2K | 0.02% | 796 |
|
|
2017
Q2 | $405K | Buy |
1,575
+4
| +0.3% | +$1.01K | 0.02% | 763 |
|
|
2017
Q1 | $364K | Buy |
1,571
+55
| +4% | +$12.6K | 0.02% | 817 |
|
|
2016
Q4 | $352K | Buy |
1,516
+12
| +0.8% | +$2.59K | 0.02% | 786 |
|
|
2016
Q3 | $335K | Sell |
1,504
-168
| -10% | -$38.2K | 0.02% | 755 |
|
|
2016
Q2 | $381K | Buy |
+1,672
| New | +$373K | 0.02% | 655 |
|
|
2016
Q1 | – | Sell |
-1,345
| Closed | -$322K | – | 2679 |
|
|
2015
Q4 | $322K | Buy |
+1,345
| New | +$309K | 0.02% | 632 |
|
Other funds holding ESS
IFP Advisors's ESS Position: Q2 2026 in Review
IFP Advisors reduced its Essex Property Trust (ESS) stake by 38% in Q2 2026, selling an estimated $1.61K and leaving 10 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4065.
IFP Advisors first reported a position in ESS in Q4 2015 and has held it in 39 quarters since. The position peaked at $405K in Q2 2017. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- IFP Advisors held 10 shares of Essex Property Trust worth $2.92K as of Q2 2026.
- IFP Advisors sold 6 Essex Property Trust shares in Q2 2026, an estimated $1.61K.
- Essex Property Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4065 holding.
- IFP Advisors first reported a position in Essex Property Trust in Q4 2015 and has held it in 39 quarters since.
- IFP Advisors's Essex Property Trust position peaked at $405K in Q2 2017.
- 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.