Legacy Wealth Asset Management’s Essex Property Trust ESS Stock Holding History

Legacy Wealth Asset Management’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	$291K	Sell	999 -31	-3%	-$8.33K	0.06%	325
2026 Q1	$249K	Buy	1,030 +16	+2%	+$4.04K	0.06%	331
2025 Q4	$265K	Sell	1,014 -40	-4%	-$10.4K	0.07%	329
2025 Q3	$282K	Buy	1,054 +39	+4%	+$10.5K	0.07%	324
2025 Q2	$288K	Buy	1,015 +12	+1%	+$3.37K	0.07%	321
2025 Q1	$307K	Buy	1,003 +241	+32%	+$70.4K	0.09%	299
2024 Q4	$218K	Sell	762 -13	-2%	-$3.84K	0.06%	337
2024 Q3	$229K	Buy	775 +35	+5%	+$10.2K	0.06%	329
2024 Q2	$201K	Buy	+740	New	+$190K	0.06%	328
2022 Q2	–	Sell	-675	Closed	-$233K	–	329
2022 Q1	$233K	Buy	675 +38	+6%	+$12.7K	0.08%	274
2021 Q4	$224K	Buy	+637	New	+$217K	0.08%	290

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

Legacy Wealth Asset Management's ESS Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Essex Property Trust (ESS) stake by 3% in Q2 2026, selling an estimated $8.33K and leaving 999 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #325.

Legacy Wealth Asset Management first reported a position in ESS in Q4 2021 and has held it in 11 quarters since. The position peaked at $307K in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Legacy Wealth Asset Management held 999 shares of Essex Property Trust worth $291K as of Q2 2026.
Legacy Wealth Asset Management sold 31 Essex Property Trust shares in Q2 2026, an estimated $8.33K.
Essex Property Trust made up 0.06% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #325 holding.
Legacy Wealth Asset Management first reported a position in Essex Property Trust in Q4 2021 and has held it in 11 quarters since.
Legacy Wealth Asset Management's Essex Property Trust position peaked at $307K in Q1 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.