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Mowery & Schoenfeld Wealth Management’s Essex Property Trust ESS Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-13
Closed -$3.42K – 406
2025
Q4 		$3.42K Buy
13
+3
+30% +$776 0.01% 361
2025
Q3 		$2.7K Hold
10
– – ﹤0.01% 322
2025
Q2 		$2.86K Hold
10
– – ﹤0.01% 314
2025
Q1 		$3.09K Sell
10
-1
-9% -$292 0.01% 361
2024
Q4 		$3.14K Buy
+11
New +$3.25K 0.01% 352

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ESS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 13 shares — an estimated $3.42K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ESS in Q4 2024 and held it in 5 quarters. The position peaked at $3.42K in Q4 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 13 Essex Property Trust shares in Q1 2026, an estimated $3.42K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Essex Property Trust in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Essex Property Trust position peaked at $3.42K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.