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Kestra Investment Management’s Essex Property Trust ESS Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-78
Closed -$23K – 612
2025
Q2 		$23K Buy
78
+39
+100% +$11K ﹤0.01% 629
2025
Q1 		$12K Sell
39
-47
-55% -$13.7K ﹤0.01% 604
2024
Q4 		$24.5K Buy
+86
New +$25.4K ﹤0.01% 676

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Investment Management's ESS Position: Q3 2025 in Review

Kestra Investment Management sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 78 shares — an estimated $23K sold.

Kestra Investment Management first reported a position in ESS in Q4 2024 and held it in 3 quarters. The position peaked at $24.5K in Q4 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Kestra Investment Management reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 78 Essex Property Trust shares in Q3 2025, an estimated $23K.
  • Kestra Investment Management first reported a position in Essex Property Trust in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Essex Property Trust position peaked at $24.5K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.