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Legacy Wealth Management (Idaho)’s Essex Property Trust ESS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-5
Closed -$1.21K – 430
2026
Q1 		$1.21K Hold
5
– – ﹤0.01% 844
2025
Q4 		$1.31K Buy
+5
New +$1.29K ﹤0.01% 719
2025
Q1 		– Sell
-10
Closed -$2.92K – 834
2024
Q4 		$2.92K Buy
+10
New +$2.95K ﹤0.01% 450

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s ESS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 5 shares — an estimated $1.21K sold.

Legacy Wealth Management (Idaho) first reported a position in ESS in Q4 2024 and held it in 3 quarters. The position peaked at $2.92K in Q4 2024. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 Essex Property Trust shares in Q2 2026, an estimated $1.21K.
  • Legacy Wealth Management (Idaho) first reported a position in Essex Property Trust in Q4 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Essex Property Trust position peaked at $2.92K in Q4 2024.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.