Kingdom Financial Group
ESS icon

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
Q3 		$308K Hold
1,141
– – 0.08% 119
2026
Q2 		$333K Hold
1,141
– – 0.09% 110
2026
Q1 		$276K Hold
1,141
– – 0.08% 124
2025
Q4 		$299K Buy
+1,141
New +$295K 0.09% 116

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State Street
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Vanguard Capital Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Kingdom Financial Group's ESS Position: Q3 2026 in Review

Kingdom Financial Group held its Essex Property Trust (ESS) position steady in Q3 2026 at 1,141 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #119.

Kingdom Financial Group first reported a position in ESS in Q4 2025 and has held it in 4 quarters since. The position peaked at $333K in Q2 2026. 520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Kingdom Financial Group held 1,141 shares of Essex Property Trust worth $308K as of Q3 2026.
  • Kingdom Financial Group left its Essex Property Trust share count unchanged in Q3 2026.
  • Essex Property Trust made up 0.08% of Kingdom Financial Group's portfolio in Q3 2026, its #119 holding.
  • Kingdom Financial Group first reported a position in Essex Property Trust in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Essex Property Trust position peaked at $333K in Q2 2026.
  • 520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.