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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Private Wealth Services's ESS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Essex Property Trust (ESS) stake by 1.7% in Q1 2026, buying an estimated $12.6K and bringing the position to 3,047 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #999.

Kestra Private Wealth Services first reported a position in ESS in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Kestra Private Wealth Services held 3,047 shares of Essex Property Trust worth $737K as of Q1 2026.
  • Kestra Private Wealth Services bought 50 Essex Property Trust shares in Q1 2026, an estimated $12.6K.
  • Essex Property Trust made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #999 holding.
  • Kestra Private Wealth Services first reported a position in Essex Property Trust in Q3 2020 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Essex Property Trust position peaked at $1.25M in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.