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MJT & Associates Financial Advisory’s Essex Property Trust ESS Stock Holding History

MJT & Associates Financial Advisory’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
-14
Closed -$3.66K – 453
2025
Q4 		$3.66K Hold
14
– – ﹤0.01% 332
2025
Q3 		$3.75K Hold
14
– – ﹤0.01% 337
2025
Q2 		$3.97K Hold
14
– – ﹤0.01% 333
2025
Q1 		$4.29K Buy
+14
New +$4.09K ﹤0.01% 321

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

MJT & Associates Financial Advisory's ESS Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 14 shares — an estimated $3.66K sold.

MJT & Associates Financial Advisory first reported a position in ESS in Q1 2025 and held it in 4 quarters. The position peaked at $4.29K in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • MJT & Associates Financial Advisory reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 14 Essex Property Trust shares in Q1 2026, an estimated $3.66K.
  • MJT & Associates Financial Advisory first reported a position in Essex Property Trust in Q1 2025 and held it in 4 quarters.
  • MJT & Associates Financial Advisory's Essex Property Trust position peaked at $4.29K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.