Kestra Advisory Services’s Essex Property Trust ESS Stock Holding History

Kestra Advisory Services’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's ESS Position: Q1 2026 in Review

Kestra Advisory Services increased its Essex Property Trust (ESS) stake by 26% in Q1 2026, buying an estimated $109K and bringing the position to 2,080 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Kestra Advisory Services first reported a position in ESS in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Kestra Advisory Services held 2,080 shares of Essex Property Trust worth $503K as of Q1 2026.
Kestra Advisory Services bought 432 Essex Property Trust shares in Q1 2026, an estimated $109K.
Essex Property Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2215 holding.
Kestra Advisory Services first reported a position in Essex Property Trust in Q1 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Essex Property Trust position peaked at $1.06M in Q2 2024.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.