Jones Financial Companies
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Jones Financial Companies’s Essex Property Trust ESS Stock Holding History

Jones Financial Companies’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 		$5.8M Buy
19,646
+3,448
+21% +$927K ﹤0.01% 1129
2026
Q1 		$3.88M Buy
16,198
+15,653
+2,872% +$3.95M ﹤0.01% 1175
2025
Q4 		$143K Buy
545
+43
+9% +$11.1K ﹤0.01% 2067
2025
Q3 		$134K Buy
502
+93
+23% +$25.1K ﹤0.01% 1951
2025
Q2 		$117K Buy
409
+112
+38% +$31.5K ﹤0.01% 1871
2025
Q1 		$90.8K Buy
297
+74
+33% +$21.6K ﹤0.01% 1812
2024
Q4 		$63.7K Buy
223
+185
+487% +$54.7K ﹤0.01% 1786
2024
Q3 		$11.2K Buy
+38
New +$11K ﹤0.01% 2176
2022
Q3 		– Sell
-13
Closed -$3K – 591
2022
Q2 		$3K Buy
+13
New +$3.94K ﹤0.01% 570
2013
Q3 		– Sell
-326
Closed -$52K – 750
2013
Q2 		$52K Buy
+326
New +$51.3K ﹤0.01% 318

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

Jones Financial Companies's ESS Position: Q2 2026 in Review

Jones Financial Companies increased its Essex Property Trust (ESS) stake by 21% in Q2 2026, buying an estimated $927K and bringing the position to 19,646 shares worth $5.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Jones Financial Companies first reported a position in ESS in Q2 2013 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Jones Financial Companies held 19,646 shares of Essex Property Trust worth $5.8M as of Q2 2026.
  • Jones Financial Companies bought 3,448 Essex Property Trust shares in Q2 2026, an estimated $927K.
  • Essex Property Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1129 holding.
  • Jones Financial Companies first reported a position in Essex Property Trust in Q2 2013 and has held it in 10 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.