KFG
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Kingdom Financial Group’s Essex Property Trust ESS Stock Holding History

Kingdom Financial Group’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 		$276K Hold
1,141
– – 0.08% 124
2025
Q4 		$299K Buy
+1,141
New +$295K 0.09% 116

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

Kingdom Financial Group's ESS Position: Q1 2026 in Review

Kingdom Financial Group held its Essex Property Trust (ESS) position steady in Q1 2026 at 1,141 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #124.

Kingdom Financial Group first reported a position in ESS in Q4 2025 and has held it in 2 quarters since. The position peaked at $299K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Kingdom Financial Group held 1,141 shares of Essex Property Trust worth $276K as of Q1 2026.
  • Kingdom Financial Group left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up 0.08% of Kingdom Financial Group's portfolio in Q1 2026, its #124 holding.
  • Kingdom Financial Group first reported a position in Essex Property Trust in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Essex Property Trust position peaked at $299K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.