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LVW Advisors’s Essex Property Trust ESS Stock Holding History

LVW Advisors’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
Q1 		– Sell
-2,183
Closed -$571K – 446
2025
Q4 		$571K Buy
2,183
+274
+14% +$70.9K 0.06% 173
2025
Q3 		$511K Sell
1,909
-1,020
-35% -$276K 0.05% 190
2025
Q2 		$830K Buy
2,929
+749
+34% +$210K 0.09% 129
2025
Q1 		$668K Buy
2,180
+1,297
+147% +$379K 0.08% 144
2024
Q4 		$252K Buy
+883
New +$261K 0.03% 274

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LVW Advisors's ESS Position: Q1 2026 in Review

LVW Advisors sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 2,183 shares — an estimated $571K sold.

LVW Advisors first reported a position in ESS in Q4 2024 and held it in 5 quarters. The position peaked at $830K in Q2 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • LVW Advisors reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 2,183 Essex Property Trust shares in Q1 2026, an estimated $571K.
  • LVW Advisors first reported a position in Essex Property Trust in Q4 2024 and held it in 5 quarters.
  • LVW Advisors's Essex Property Trust position peaked at $830K in Q2 2025.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.