MYIA
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Mount Yale Investment Advisors’s Essex Property Trust ESS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-38
Closed -$10.8K – 952
2025
Q2 		$10.8K Buy
+38
New +$10.7K ﹤0.01% 1126
2018
Q4 		– Sell
-180
Closed -$46K – 461
2018
Q3 		$46K Buy
+180
New +$43.4K 0.01% 612

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mount Yale Investment Advisors's ESS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 38 shares — an estimated $10.8K sold.

Mount Yale Investment Advisors first reported a position in ESS in Q3 2018 and held it in 2 quarters. The position peaked at $46K in Q3 2018. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 38 Essex Property Trust shares in Q3 2025, an estimated $10.8K.
  • Mount Yale Investment Advisors first reported a position in Essex Property Trust in Q3 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Essex Property Trust position peaked at $46K in Q3 2018.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.