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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
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
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

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

Larson Financial Group increased its Essex Property Trust (ESS) stake by 118% in Q1 2026, buying an estimated $46.9K and bringing the position to 344 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Larson Financial Group first reported a position in ESS in Q4 2023 and has held it in 10 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Larson Financial Group held 344 shares of Essex Property Trust worth $83.2K as of Q1 2026.
  • Larson Financial Group bought 186 Essex Property Trust shares in Q1 2026, an estimated $46.9K.
  • Essex Property Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1084 holding.
  • Larson Financial Group first reported a position in Essex Property Trust in Q4 2023 and has held it in 10 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.