LPL Financial’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9M | Sell |
30,873
-2,316
| -7% | -$623K | ﹤0.01% | 2244 |
|
|
2026
Q1 | $8.03M | Sell |
33,189
-726
| -2% | -$183K | ﹤0.01% | 2182 |
|
|
2025
Q4 | $8.87M | Buy |
33,915
+1,341
| +4% | +$347K | ﹤0.01% | 2038 |
|
|
2025
Q3 | $8.72M | Buy |
32,574
+1,241
| +4% | +$335K | ﹤0.01% | 1999 |
|
|
2025
Q2 | $8.88M | Sell |
31,333
-2,092
| -6% | -$588K | ﹤0.01% | 1835 |
|
|
2025
Q1 | $10.2M | Buy |
33,425
+1,043
| +3% | +$305K | ﹤0.01% | 1584 |
|
|
2024
Q4 | $9.24M | Buy |
32,382
+3,537
| +12% | +$1.04M | ﹤0.01% | 1604 |
|
|
2024
Q3 | $8.52M | Sell |
28,845
-833
| -3% | -$242K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $8.08M | Buy |
29,678
+2,542
| +9% | +$652K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $6.64M | Sell |
27,136
-198
| -0.7% | -$47.1K | ﹤0.01% | 1587 |
|
|
2023
Q4 | $6.78M | Buy |
27,334
+88
| +0.3% | +$19.4K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $5.78M | Buy |
27,246
+2,524
| +10% | +$592K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $5.79M | Sell |
24,722
-7,872
| -24% | -$1.72M | ﹤0.01% | 1481 |
|
|
2023
Q1 | $6.82M | Buy |
32,594
+2,661
| +9% | +$587K | 0.01% | 1320 |
|
|
2022
Q4 | $6.34M | Buy |
29,933
+5,933
| +25% | +$1.3M | 0.01% | 1309 |
|
|
2022
Q3 | $5.81M | Buy |
24,000
+2,139
| +10% | +$579K | 0.01% | 1277 |
|
|
2022
Q2 | $5.72M | Buy |
21,861
+1,854
| +9% | +$561K | 0.01% | 1304 |
|
|
2022
Q1 | $6.91M | Buy |
20,007
+284
| +1% | +$94.9K | 0.01% | 1237 |
|
|
2021
Q4 | $6.95M | Buy |
19,723
+389
| +2% | +$132K | 0.01% | 1237 |
|
|
2021
Q3 | $6.18M | Buy |
19,334
+739
| +4% | +$239K | 0.01% | 1254 |
|
|
2021
Q2 | $5.58M | Buy |
18,595
+1,121
| +6% | +$331K | 0.01% | 1261 |
|
|
2021
Q1 | $4.75M | Buy |
17,474
+2,483
| +17% | +$644K | 0.01% | 1265 |
|
|
2020
Q4 | $3.56M | Buy |
14,991
+12,398
| +478% | +$2.86M | ﹤0.01% | 1310 |
|
|
2020
Q3 | $521K | Buy |
2,593
+47
| +2% | +$10.2K | ﹤0.01% | 2424 |
|
|
2020
Q2 | $584K | Buy |
2,546
+991
| +64% | +$238K | ﹤0.01% | 2256 |
|
|
2020
Q1 | $343K | Buy |
1,555
+131
| +9% | +$37.6K | ﹤0.01% | 2381 |
|
|
2019
Q4 | $429K | Buy |
1,424
+3
| +0.2% | +$948 | ﹤0.01% | 2504 |
|
|
2019
Q3 | $464K | Sell |
1,421
-110
| -7% | -$34.4K | ﹤0.01% | 2317 |
|
|
2019
Q2 | $447K | Buy |
1,531
+157
| +11% | +$45.2K | ﹤0.01% | 2357 |
|
|
2019
Q1 | $398K | Buy |
1,374
+65
| +5% | +$17.7K | ﹤0.01% | 2407 |
|
|
2018
Q4 | $321K | Buy |
1,309
+145
| +12% | +$36.6K | ﹤0.01% | 2408 |
|
|
2018
Q3 | $287K | Buy |
1,164
+57
| +5% | +$13.7K | ﹤0.01% | 2741 |
|
|
2018
Q2 | $265K | Buy |
1,107
+5
| +0.5% | +$1.19K | ﹤0.01% | 2763 |
|
|
2018
Q1 | $265K | Sell |
1,102
-177
| -14% | -$40.8K | ﹤0.01% | 2739 |
|
|
2017
Q4 | $309K | Buy |
1,279
+253
| +25% | +$63.8K | ﹤0.01% | 2470 |
|
|
2017
Q3 | $261K | Sell |
1,026
-53
| -5% | -$13.8K | ﹤0.01% | 2476 |
|
|
2017
Q2 | $278K | Buy |
1,079
+170
| +19% | +$42.7K | ﹤0.01% | 2353 |
|
|
2017
Q1 | $210K | Sell |
909
-82
| -8% | -$18.8K | ﹤0.01% | 2462 |
|
|
2016
Q4 | $227K | Sell |
991
-78
| -7% | -$16.9K | ﹤0.01% | 2383 |
|
|
2016
Q3 | $233K | Sell |
1,069
-539
| -34% | -$123K | ﹤0.01% | 2301 |
|
|
2016
Q2 | $370K | Sell |
1,608
-872
| -35% | -$195K | ﹤0.01% | 1911 |
|
|
2016
Q1 | $575K | Sell |
2,480
-540
| -18% | -$118K | ﹤0.01% | 2065 |
|
|
2015
Q4 | $725K | Buy |
3,020
+897
| +42% | +$206K | ﹤0.01% | 1939 |
|
|
2015
Q3 | $485K | Buy |
2,123
+165
| +8% | +$36.4K | ﹤0.01% | 1815 |
|
|
2015
Q2 | $429K | Buy |
1,958
+104
| +6% | +$23K | ﹤0.01% | 2026 |
|
|
2015
Q1 | $421K | Buy |
1,854
+689
| +59% | +$156K | ﹤0.01% | 1986 |
|
|
2014
Q4 | $241K | Buy |
1,165
+49
| +4% | +$9.71K | ﹤0.01% | 2350 |
|
|
2014
Q3 | $200K | Sell |
1,116
-29
| -3% | -$5.47K | ﹤0.01% | 2471 |
|
|
2014
Q2 | $212K | Sell |
1,145
-143
| -11% | -$25.3K | ﹤0.01% | 2449 |
|
|
2014
Q1 | $219K | Sell |
1,288
-1,573
| -55% | -$254K | ﹤0.01% | 2368 |
|
|
2013
Q4 | $411K | Sell |
2,861
-468
| -14% | -$71.9K | ﹤0.01% | 1868 |
|
|
2013
Q3 | $516K | Sell |
3,329
-499
| -13% | -$77.4K | ﹤0.01% | 1643 |
|
|
2013
Q2 | $608K | Buy |
+3,828
| New | +$603K | ﹤0.01% | 1425 |
|
Other funds holding ESS
LPL Financial's ESS Position: Q2 2026 in Review
LPL Financial reduced its Essex Property Trust (ESS) stake by 7% in Q2 2026, selling an estimated $623K and leaving 30,873 shares worth $9M. The position accounts for ﹤0.01% of the portfolio, ranked #2244.
LPL Financial first reported a position in ESS in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q1 2025. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- LPL Financial held 30,873 shares of Essex Property Trust worth $9M as of Q2 2026.
- LPL Financial sold 2,316 Essex Property Trust shares in Q2 2026, an estimated $623K.
- Essex Property Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2244 holding.
- LPL Financial first reported a position in Essex Property Trust in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Essex Property Trust position peaked at $10.2M in Q1 2025.
- 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.