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New Age Alpha Advisors’s Essex Property Trust ESS Stock Holding History

New Age Alpha 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
2026
Q2 		$3.45M Sell
11,848
-189
-2% -$50.8K 0.15% 178
2026
Q1 		$2.91M Buy
12,037
+593
+5% +$150K 0.14% 222
2025
Q4 		$2.99M Sell
11,444
-2,010
-15% -$520K 0.13% 244
2025
Q3 		$3.6M Sell
13,454
-1,024
-7% -$277K 0.15% 181
2025
Q2 		$4.1M Sell
14,478
-9,615
-40% -$2.7M 0.18% 162
2025
Q1 		$7.39M Buy
24,093
+362
+2% +$106K 0.33% 71
2024
Q4 		$6.77M Buy
+23,731
New +$7.01M 0.27% 96

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Age Alpha Advisors's ESS Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Essex Property Trust (ESS) stake by 1.6% in Q2 2026, selling an estimated $50.8K and leaving 11,848 shares worth $3.45M. The position accounts for 0.15% of the portfolio, ranked #178.

New Age Alpha Advisors first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.39M in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • New Age Alpha Advisors held 11,848 shares of Essex Property Trust worth $3.45M as of Q2 2026.
  • New Age Alpha Advisors sold 189 Essex Property Trust shares in Q2 2026, an estimated $50.8K.
  • Essex Property Trust made up 0.15% of New Age Alpha Advisors's portfolio in Q2 2026, its #178 holding.
  • New Age Alpha Advisors first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Essex Property Trust position peaked at $7.39M in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.