Liberty Wealth Management’s Essex Property Trust ESS Stock Holding History

Liberty Wealth 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
2025 Q2	–	Sell	-681	Closed	-$209K	–	231
2025 Q1	$209K	Buy	+681	New	+$199K	0.04%	147
2024 Q4	–	Sell	-681	Closed	-$201K	–	229
2024 Q3	$201K	Buy	+681	New	+$198K	0.03%	205
2022 Q3	$224K	Buy	+927	New	+$251K	0.06%	136
2022 Q2	–	Sell	-681	Closed	-$235K	–	155
2022 Q1	$235K	Hold	681	–	–	0.08%	127
2021 Q4	$239K	Hold	681	–	–	0.01%	140
2021 Q3	$218K	Hold	681	–	–	0.08%	153
2021 Q2	$204K	Hold	681	–	–	0.08%	131
2021 Q1	$164K	Hold	681	–	–	0.08%	129
2020 Q4	$164K	Hold	681	–	–	0.08%	128
2020 Q3	$137K	Hold	681	–	–	0.08%	127
2020 Q2	$156K	Sell	681 -680	-50%	-$163K	0.11%	107
2020 Q1	$300K	Hold	1,361	–	–	0.26%	61
2019 Q4	$409K	Hold	1,361	–	–	0.32%	58
2019 Q3	$445K	Hold	1,361	–	–	0.42%	45
2019 Q2	$397K	Hold	1,361	–	–	0.35%	60
2019 Q1	$393K	Hold	1,361	–	–	0.3%	49
2018 Q4	$333K	Buy	+1,361	New	+$343K	0.25%	54

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's ESS Position: Q2 2025 in Review

Liberty Wealth Management sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 681 shares — an estimated $209K sold.

Liberty Wealth Management first reported a position in ESS in Q4 2018 and held it in 17 quarters. The position peaked at $445K in Q3 2019. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

Liberty Wealth Management reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
Liberty Wealth Management sold 681 Essex Property Trust shares in Q2 2025, an estimated $209K.
Liberty Wealth Management first reported a position in Essex Property Trust in Q4 2018 and held it in 17 quarters.
Liberty Wealth Management's Essex Property Trust position peaked at $445K in Q3 2019.
617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Liberty Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.