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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
Q3 		$272K Buy
1,009
+10
+1% +$2.85K 0.06% 319
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's ESS Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Essex Property Trust (ESS) stake by 1% in Q3 2026, buying an estimated $2.85K and bringing the position to 1,009 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #319.

Legacy Wealth Asset Management first reported a position in ESS in Q4 2021 and has held it in 12 quarters since. The position peaked at $307K in Q1 2025. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Legacy Wealth Asset Management held 1,009 shares of Essex Property Trust worth $272K as of Q3 2026.
  • Legacy Wealth Asset Management bought 10 Essex Property Trust shares in Q3 2026, an estimated $2.85K.
  • Essex Property Trust made up 0.06% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #319 holding.
  • Legacy Wealth Asset Management first reported a position in Essex Property Trust in Q4 2021 and has held it in 12 quarters since.
  • Legacy Wealth Asset Management's Essex Property Trust position peaked at $307K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.