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NewEdge Advisors’s Essex Property Trust ESS Stock Holding History

NewEdge 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
Q1 		– Sell
-10
Closed -$2.62K – 4227
2025
Q4 		$2.62K Hold
10
– – ﹤0.01% 3833
2025
Q3 		$2.68K Hold
10
– – ﹤0.01% 3715
2025
Q2 		$2.83K Sell
10
-7
-41% -$1.97K ﹤0.01% 3550
2025
Q1 		$5.33K Hold
17
– – ﹤0.01% 3283
2024
Q4 		$4.95K Hold
17
– – ﹤0.01% 3240
2024
Q3 		$5.1K Hold
17
– – ﹤0.01% 3165
2024
Q2 		$4.68K Sell
17
-2
-11% -$513 ﹤0.01% 3115
2024
Q1 		$4.69K Hold
19
– – ﹤0.01% 3156
2023
Q4 		$4.73K Buy
19
+2
+12% +$441 ﹤0.01% 3139
2023
Q3 		$3.61K Buy
17
+7
+70% +$1.64K ﹤0.01% 2899
2023
Q2 		$2.34K Sell
10
-23
-70% -$5.03K ﹤0.01% 3044
2023
Q1 		$6.9K Sell
33
-8
-20% -$1.76K ﹤0.01% 2681
2022
Q4 		$1.7K Buy
+41
New +$8.96K ﹤0.01% 2886
2020
Q3 		– Sell
-1,695
Closed -$389K – 938
2020
Q2 		$389K Sell
1,695
-16
-0.9% -$3.83K 0.02% 605
2020
Q1 		$377K Sell
1,711
-140
-8% -$40.2K 0.02% 533
2019
Q4 		$556K Buy
1,851
+23
+1% +$7.27K 0.02% 488
2019
Q3 		$598K Buy
1,828
+325
+22% +$102K 0.03% 447
2019
Q2 		$439K Sell
1,503
-18
-1% -$5.19K 0.03% 432
2019
Q1 		$440K Sell
1,521
-272
-15% -$74.2K 0.03% 427
2018
Q4 		$440 Buy
1,793
+72
+4% +$18.2K 0.03% 401
2018
Q3 		$424K Buy
1,721
+54
+3% +$13K 0.03% 403
2018
Q2 		$394 Sell
1,667
-20
-1% -$4.76K 0.04% 349
2018
Q1 		$400K Buy
1,687
+263
+18% +$60.6K 0.05% 303
2017
Q4 		$339K Buy
1,424
+169
+13% +$42.6K 0.05% 293
2017
Q3 		$324K Sell
1,255
-62
-5% -$16.2K 0.05% 268
2017
Q2 		$333K Buy
+1,317
New +$331K 0.06% 243

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

NewEdge Advisors's ESS Position: Q1 2026 in Review

NewEdge Advisors sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 10 shares — an estimated $2.62K sold.

NewEdge Advisors first reported a position in ESS in Q2 2017 and held it in 26 quarters. The position peaked at $598K in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • NewEdge Advisors reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 10 Essex Property Trust shares in Q1 2026, an estimated $2.62K.
  • NewEdge Advisors first reported a position in Essex Property Trust in Q2 2017 and held it in 26 quarters.
  • NewEdge Advisors's Essex Property Trust position peaked at $598K in Q3 2019.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.