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Kingswood Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Kingswood Wealth Advisors’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 		$2.98M Sell
10,218
-53
-0.5% -$14.2K 0.12% 188
2026
Q1 		$2.49M Sell
10,271
-131
-1% -$33K 0.12% 194
2025
Q4 		$2.72M Buy
10,402
+57
+0.6% +$14.8K 0.13% 158
2025
Q3 		$2.77M Sell
10,345
-307
-3% -$83K 0.17% 139
2025
Q2 		$3.02M Sell
10,652
-315
-3% -$88.5K 0.24% 98
2025
Q1 		$3.36M Sell
10,967
-1,502
-12% -$439K 0.31% 75
2024
Q4 		$3.56M Buy
12,469
+324
+3% +$95.7K 0.27% 79
2024
Q3 		$3.59M Sell
12,145
-329
-3% -$95.4K 0.26% 91
2024
Q2 		$3.4M Buy
12,474
+2,018
+19% +$518K 0.31% 72
2024
Q1 		$2.56M Sell
10,456
-2,871
-22% -$683K 0.3% 75
2023
Q4 		$3.3M Buy
+13,327
New +$2.94M 0.37% 53

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingswood Wealth Advisors's ESS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Essex Property Trust (ESS) stake by 0.52% in Q2 2026, selling an estimated $14.2K and leaving 10,218 shares worth $2.98M. The position accounts for 0.12% of the portfolio, ranked #188.

Kingswood Wealth Advisors first reported a position in ESS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q3 2024. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Kingswood Wealth Advisors held 10,218 shares of Essex Property Trust worth $2.98M as of Q2 2026.
  • Kingswood Wealth Advisors sold 53 Essex Property Trust shares in Q2 2026, an estimated $14.2K.
  • Essex Property Trust made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Kingswood Wealth Advisors first reported a position in Essex Property Trust in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Essex Property Trust position peaked at $3.59M in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.