Kestra Advisory Services’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
$666K Buy
2,282
+202
+10% +$54.3K ﹤0.01% 2109
2026
Q1
$503K Buy
2,080
+432
+26% +$109K ﹤0.01% 2215
2025
Q4
$431K Sell
1,648
-1,207
-42% -$312K ﹤0.01% 2259
2025
Q3
$764K Sell
2,855
-589
-17% -$159K ﹤0.01% 1772
2025
Q2
$976K Hold
3,444
﹤0.01% 1494
2025
Q1
$1.06M Buy
3,444
+490
+17% +$143K 0.01% 1367
2024
Q4
$843K Buy
+2,954
New +$873K ﹤0.01% 1514
2024
Q3
Sell
-3,851
Closed -$1.06M 2610
2024
Q2
$1.06M Sell
3,851
-132
-3% -$33.9K 0.01% 1283
2024
Q1
$985K Buy
+3,983
New +$948K 0.01% 1249

Other funds holding ESS

Kestra Advisory Services's ESS Position: Q2 2026 in Review

Kestra Advisory Services increased its Essex Property Trust (ESS) stake by 9.7% in Q2 2026, buying an estimated $54.3K and bringing the position to 2,282 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Kestra Advisory Services first reported a position in ESS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q2 2024. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Kestra Advisory Services held 2,282 shares of Essex Property Trust worth $666K as of Q2 2026.
  • Kestra Advisory Services bought 202 Essex Property Trust shares in Q2 2026, an estimated $54.3K.
  • Essex Property Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2109 holding.
  • Kestra Advisory Services first reported a position in Essex Property Trust in Q1 2024 and has held it in 9 quarters since.
  • Kestra Advisory Services's Essex Property Trust position peaked at $1.06M in Q2 2024.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.