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

Meeder 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
2025 Q3	–	Sell	-803	Closed	-$228K	–	635
2025 Q2	$228K	Buy	803 +24	+3%	+$6.74K	0.01%	554
2025 Q1	$239K	Buy	+779	New	+$228K	0.01%	505

Other funds holding ESS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meeder Advisory Services's ESS Position: Q3 2025 in Review

Meeder Advisory Services sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 803 shares — an estimated $228K sold.

Meeder Advisory Services first reported a position in ESS in Q1 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

Meeder Advisory Services reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
Meeder Advisory Services sold 803 Essex Property Trust shares in Q3 2025, an estimated $228K.
Meeder Advisory Services first reported a position in Essex Property Trust in Q1 2025 and held it in 2 quarters.
Meeder Advisory Services's Essex Property Trust position peaked at $239K in Q1 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Meeder Advisory Services's 13F filing for Q3 2025, filed 24 Oct 2025.