Kestra Private Wealth Services’s Essex Property Trust ESS Stock Holding History

Kestra Private Wealth 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 Q2	$877K	Sell	3,009 -38	-1%	-$10.2K	0.01%	968
2026 Q1	$737K	Buy	3,047 +50	+2%	+$12.6K	0.01%	999
2025 Q4	$784K	Sell	2,997 -173	-5%	-$44.8K	0.01%	918
2025 Q3	$848K	Sell	3,170 -392	-11%	-$106K	0.01%	850
2025 Q2	$1.01M	Sell	3,562 -157	-4%	-$44.1K	0.01%	743
2025 Q1	$1.14M	Sell	3,719 -666	-15%	-$195K	0.02%	637
2024 Q4	$1.25M	Buy	4,385 +963	+28%	+$285K	0.02%	565
2024 Q3	$1.01M	Sell	3,422 -62	-2%	-$18K	0.02%	612
2024 Q2	$957K	Sell	3,484 -56	-2%	-$14.4K	0.02%	589
2024 Q1	$875K	Buy	3,540 +290	+9%	+$69K	0.02%	597
2023 Q4	$813K	Buy	+3,250	New	+$717K	0.02%	579
2020 Q4	–	Sell	-2,848	Closed	-$572K	–	752
2020 Q3	$572K	Buy	+2,848	New	+$620K	0.05%	353

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's ESS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Essex Property Trust (ESS) stake by 1.2% in Q2 2026, selling an estimated $10.2K and leaving 3,009 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #968.

Kestra Private Wealth Services first reported a position in ESS in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2024. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Kestra Private Wealth Services held 3,009 shares of Essex Property Trust worth $877K as of Q2 2026.
Kestra Private Wealth Services sold 38 Essex Property Trust shares in Q2 2026, an estimated $10.2K.
Essex Property Trust made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #968 holding.
Kestra Private Wealth Services first reported a position in Essex Property Trust in Q3 2020 and has held it in 12 quarters since.
Kestra Private Wealth Services's Essex Property Trust position peaked at $1.25M in Q4 2024.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

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