Lloyd Advisory Services’s Essex Property Trust ESS Stock Holding History

Lloyd Advisory Services’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	-1,141	Closed	-$276K	–	741
2026 Q1	$276K	Buy	+1,141	New	+$288K	0.08%	124
2023 Q4	–	Sell	-1,857	Closed	-$394K	–	207
2023 Q3	$394K	Buy	+1,857	New	+$435K	0.13%	152

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's ESS Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 1,141 shares — an estimated $276K sold.

Lloyd Advisory Services first reported a position in ESS in Q3 2023 and held it in 2 quarters. The position peaked at $394K in Q3 2023. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Lloyd Advisory Services reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1,141 Essex Property Trust shares in Q2 2026, an estimated $276K.
Lloyd Advisory Services first reported a position in Essex Property Trust in Q3 2023 and held it in 2 quarters.
Lloyd Advisory Services's Essex Property Trust position peaked at $394K in Q3 2023.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.