Janney Montgomery Scott’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
Q1
$8.71M Buy
35,998
+3,530
+11% +$890K 0.02% 637
2025
Q4
$8.5M Sell
32,468
-973
-3% -$252K 0.02% 681
2025
Q3
$8.95M Buy
+33,441
New +$9.04M 0.02% 658
2025
Q1
Sell
-36,623
Closed -$10.5M 2716
2024
Q4
$10.5M Sell
36,623
-1,273
-3% -$376K 0.03% 518
2024
Q3
$11.2M Sell
37,896
-2,010
-5% -$583K 0.03% 497
2024
Q2
$10.9M Sell
39,906
-3,306
-8% -$849K 0.03% 478
2024
Q1
$10.6M Buy
43,212
+690
+2% +$164K 0.03% 514
2023
Q4
$10.5M Sell
42,522
-1,548
-4% -$341K 0.03% 486
2023
Q3
$9.35M Sell
44,070
-130
-0.3% -$30.5K 0.03% 466
2023
Q2
$10.4M Sell
44,200
-1,983
-4% -$433K 0.04% 455
2023
Q1
$9.66M Buy
46,183
+7,395
+19% +$1.63M 0.04% 430
2022
Q4
$8.22M Buy
38,788
+10,683
+38% +$2.34M 0.03% 501
2022
Q3
$6.81M Buy
28,105
+3,775
+16% +$1.02M 0.03% 508
2022
Q2
$6.38M Buy
24,330
+4,947
+26% +$1.5M 0.03% 512
2022
Q1
$6.7M Buy
19,383
+3,833
+25% +$1.28M 0.03% 499
2021
Q4
$5.48M Buy
15,550
+1,056
+7% +$359K 0.02% 600
2021
Q3
$4.63M Sell
14,494
-229
-2% -$74.1K 0.02% 618
2021
Q2
$4.42M Sell
14,723
-434
-3% -$128K 0.02% 630
2021
Q1
$4.12M Buy
15,157
+4,996
+49% +$1.3M 0.02% 617
2020
Q4
$2.41M Buy
10,161
+3,873
+62% +$893K 0.01% 792
2020
Q3
$1.26M Buy
6,288
+988
+19% +$215K 0.01% 994
2020
Q2
$1.22M Buy
5,300
+2,590
+96% +$621K 0.01% 959
2020
Q1
$597K Buy
+2,710
New +$779K ﹤0.01% 1136
2016
Q3
Sell
-3,468
Closed -$792K 1523
2016
Q2
$792K Buy
3,468
+697
+25% +$156K 0.02% 432
2016
Q1
$648K Buy
2,771
+839
+43% +$184K 0.02% 670
2015
Q4
$463K Sell
1,932
-712
-27% -$164K 0.01% 847
2015
Q3
$591K Sell
2,644
-1,114
-30% -$246K 0.02% 753
2015
Q2
$737K Buy
3,758
+1,393
+59% +$308K 0.02% 958
2015
Q1
$544K Buy
2,365
+34
+1% +$7.7K 0.01% 1311
2014
Q4
$482K Sell
2,331
-64
-3% -$12.7K 0.01% 1337
2014
Q3
$428K Sell
2,395
-1,251
-34% -$236K 0.01% 1393
2014
Q2
$674K Buy
3,646
+2,189
+150% +$387K 0.01% 1048
2014
Q1
$248K Buy
+1,457
New +$235K 0.01% 1604

Other funds holding ESS

Janney Montgomery Scott's ESS Position: Q1 2026 in Review

Janney Montgomery Scott increased its Essex Property Trust (ESS) stake by 11% in Q1 2026, buying an estimated $890K and bringing the position to 35,998 shares worth $8.71M. The position accounts for 0.02% of the portfolio, ranked #637.

Janney Montgomery Scott first reported a position in ESS in Q1 2014 and has held it in 33 quarters since. The position peaked at $11.2M in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Janney Montgomery Scott held 35,998 shares of Essex Property Trust worth $8.71M as of Q1 2026.
  • Janney Montgomery Scott bought 3,530 Essex Property Trust shares in Q1 2026, an estimated $890K.
  • Essex Property Trust made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #637 holding.
  • Janney Montgomery Scott first reported a position in Essex Property Trust in Q1 2014 and has held it in 33 quarters since.
  • Janney Montgomery Scott's Essex Property Trust position peaked at $11.2M in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.