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Naviter Wealth’s Essex Property Trust ESS Stock Holding History

Naviter Wealth’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 		$1.23M Buy
5,012
+555
+12% +$140K 0.15% 141
2025
Q4 		$1.17M Sell
4,457
-565
-11% -$146K 0.15% 147
2025
Q3 		$1.36M Buy
5,022
+134
+3% +$36.2K 0.16% 146
2025
Q2 		$1.4M Buy
4,888
+399
+9% +$112K 0.17% 141
2025
Q1 		$1.37M Buy
4,489
+107
+2% +$31.3K 0.17% 150
2024
Q4 		$1.25M Buy
4,382
+326
+8% +$96.3K 0.15% 156
2024
Q3 		$1.21M Sell
4,056
-237
-6% -$68.8K 0.17% 150
2024
Q2 		$1.18M Buy
4,293
+139
+3% +$35.7K 0.18% 143
2024
Q1 		$1.03M Buy
4,154
+452
+12% +$108K 0.17% 155
2023
Q4 		$926K Buy
3,702
+136
+4% +$30K 0.19% 140
2023
Q3 		$765K Buy
3,566
+286
+9% +$67K 0.18% 134
2023
Q2 		$776K Buy
3,280
+431
+15% +$94.2K 0.2% 131
2023
Q1 		$602K Buy
2,849
+475
+20% +$105K 0.21% 135
2022
Q4 		$519K Buy
2,374
+481
+25% +$105K 0.14% 147
2022
Q3 		$463K Buy
1,893
+344
+22% +$93.1K 0.19% 131
2022
Q2 		$408K Sell
1,549
-61
-4% -$18.5K 0.17% 138
2022
Q1 		$560K Sell
1,610
-89
-5% -$29.7K 0.19% 69
2021
Q4 		$602K Buy
+1,699
New +$578K 0.18% 71

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

Naviter Wealth's ESS Position: Q1 2026 in Review

Naviter Wealth increased its Essex Property Trust (ESS) stake by 12% in Q1 2026, buying an estimated $140K and bringing the position to 5,012 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #141.

Naviter Wealth first reported a position in ESS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q2 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Naviter Wealth held 5,012 shares of Essex Property Trust worth $1.23M as of Q1 2026.
  • Naviter Wealth bought 555 Essex Property Trust shares in Q1 2026, an estimated $140K.
  • Essex Property Trust made up 0.15% of Naviter Wealth's portfolio in Q1 2026, its #141 holding.
  • Naviter Wealth first reported a position in Essex Property Trust in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Essex Property Trust position peaked at $1.4M in Q2 2025.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.