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Integrated Wealth Concepts’s Essex Property Trust ESS Stock Holding History

Integrated Wealth Concepts’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 		$272K Buy
+932
New +$251K ﹤0.01% 2041
2024
Q2 		– Sell
-4,546
Closed -$1.11M – 1666
2024
Q1 		$1.11M Buy
4,546
+63
+1% +$15K 0.02% 706
2023
Q4 		$1.11M Buy
4,483
+527
+13% +$116K 0.02% 686
2023
Q3 		$839K Buy
3,956
+123
+3% +$28.8K 0.01% 756
2023
Q2 		$898K Sell
3,833
-73
-2% -$16K 0.02% 722
2023
Q1 		$817K Buy
+3,906
New +$862K 0.02% 691

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's ESS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Essex Property Trust (ESS) in Q2 2026: 932 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #2041 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ESS as recently as Q1 2024.

Integrated Wealth Concepts first reported a position in ESS in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2024. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Integrated Wealth Concepts held 932 shares of Essex Property Trust worth $272K as of Q2 2026.
  • Essex Property Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2041 holding.
  • Integrated Wealth Concepts first reported a position in Essex Property Trust in Q1 2023 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Essex Property Trust position peaked at $1.11M in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.