Larson Financial Group’s Essex Property Trust ESS Stock Holding History

Larson 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 Q2	$232K	Buy	794 +450	+131%	+$121K	0.01%	792
2026 Q1	$83.2K	Buy	344 +186	+118%	+$46.9K	﹤0.01%	1084
2025 Q4	$41.3K	Buy	158 +27	+21%	+$6.99K	﹤0.01%	1330
2025 Q3	$35.1K	Sell	131 -19	-13%	-$5.14K	﹤0.01%	1324
2025 Q2	$42.5K	Buy	150 +78	+108%	+$21.9K	﹤0.01%	1135
2025 Q1	$22.1K	Buy	72 +6	+9%	+$1.75K	﹤0.01%	1321
2024 Q4	$18.8K	Buy	66 +4	+6%	+$1.18K	﹤0.01%	1240
2024 Q3	$18.3K	Buy	62 +61	+6,100%	+$17.7K	﹤0.01%	1251
2024 Q2	$272	Sell	1 -307	-100%	-$78.8K	﹤0.01%	1988
2024 Q1	$75.4K	Buy	308 +307	+30,700%	+$73.1K	0.01%	601
2023 Q4	$248	Buy	+1	New	+$221	﹤0.01%	1638

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 $3.37T AUM 44.26% 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

Larson Financial Group's ESS Position: Q2 2026 in Review

Larson Financial Group increased its Essex Property Trust (ESS) stake by 131% in Q2 2026, buying an estimated $121K and bringing the position to 794 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #792.

Larson Financial Group first reported a position in ESS in Q4 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Larson Financial Group held 794 shares of Essex Property Trust worth $232K as of Q2 2026.
Larson Financial Group bought 450 Essex Property Trust shares in Q2 2026, an estimated $121K.
Essex Property Trust made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #792 holding.
Larson Financial Group first reported a position in Essex Property Trust in Q4 2023 and has held it in 11 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.