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Independent Advisor Alliance’s Essex Property Trust ESS Stock Holding History

Independent Advisor Alliance’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
Q1 		$400K Sell
1,653
-4
-0.2% -$1.01K ﹤0.01% 1205
2025
Q4 		$434K Buy
1,657
+101
+6% +$26.1K 0.01% 690
2025
Q3 		$417K Buy
1,556
+14
+0.9% +$3.78K 0.01% 677
2025
Q2 		$437K Sell
1,542
-64
-4% -$18K 0.01% 623
2025
Q1 		$492K Sell
1,606
-283
-15% -$82.7K 0.02% 531
2024
Q4 		$539K Sell
1,889
-36
-2% -$10.6K 0.01% 940
2024
Q3 		$569K Sell
1,925
-68
-3% -$19.7K 0.02% 435
2024
Q2 		$543K Sell
1,993
-15
-0.7% -$3.85K 0.02% 442
2024
Q1 		$492K Buy
2,008
+48
+2% +$11.4K 0.02% 461
2023
Q4 		$486K Sell
1,960
-914
-32% -$202K 0.02% 446
2023
Q3 		$610K Buy
2,874
+82
+3% +$19.2K 0.03% 375
2023
Q2 		$654K Sell
2,792
-128
-4% -$28K 0.03% 371
2023
Q1 		$611K Buy
+2,920
New +$644K 0.03% 383
2022
Q4 		– Sell
-2,097
Closed -$508K – 491
2022
Q3 		$508K Buy
2,097
+857
+69% +$232K 0.03% 370
2022
Q2 		$324K Buy
1,240
+30
+2% +$9.08K 0.02% 467
2022
Q1 		$418K Buy
1,210
+334
+38% +$112K 0.02% 436
2021
Q4 		$309K Buy
+876
New +$298K 0.02% 513

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's ESS Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Essex Property Trust (ESS) stake by 0.24% in Q1 2026, selling an estimated $1.01K and leaving 1,653 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Independent Advisor Alliance first reported a position in ESS in Q4 2021 and has held it in 17 quarters since. The position peaked at $654K in Q2 2023. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Independent Advisor Alliance held 1,653 shares of Essex Property Trust worth $400K as of Q1 2026.
  • Independent Advisor Alliance sold 4 Essex Property Trust shares in Q1 2026, an estimated $1.01K.
  • Essex Property Trust made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1205 holding.
  • Independent Advisor Alliance first reported a position in Essex Property Trust in Q4 2021 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Essex Property Trust position peaked at $654K in Q2 2023.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.