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NewEdge Wealth’s Essex Property Trust ESS Stock Holding History

NewEdge 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 		– Sell
-1,436
Closed -$376K – 1173
2025
Q4 		$376K Buy
1,436
+595
+71% +$154K ﹤0.01% 949
2025
Q3 		$219K Sell
841
-55
-6% -$14.9K ﹤0.01% 965
2025
Q2 		$230K Buy
896
+110
+14% +$30.9K ﹤0.01% 898
2025
Q1 		$241K Sell
786
-153
-16% -$44.7K ﹤0.01% 832
2024
Q4 		$268K Sell
939
-45
-5% -$13.3K ﹤0.01% 796
2024
Q3 		$291K Buy
984
+7
+0.7% +$2.03K 0.01% 734
2024
Q2 		$266K Sell
977
-65
-6% -$16.7K 0.01% 661
2024
Q1 		$260K Sell
1,042
-20
-2% -$4.76K 0.01% 693
2023
Q4 		$263K Buy
1,062
+33
+3% +$7.28K 0.01% 650
2023
Q3 		$218K Sell
1,029
-10
-1% -$2.34K 0.01% 602
2023
Q2 		$243K Sell
1,039
-8
-0.8% -$1.75K 0.01% 572
2023
Q1 		$219K Buy
1,047
+43
+4% +$9.48K 0.01% 568
2022
Q4 		$213K Buy
1,004
+3
+0.3% +$656 0.01% 510
2022
Q3 		$242K Buy
1,001
+188
+23% +$50.9K 0.01% 465
2022
Q2 		$213K Buy
+813
New +$246K 0.01% 519

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 Wealth's ESS Position: Q1 2026 in Review

NewEdge Wealth sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 1,436 shares — an estimated $376K sold.

NewEdge Wealth first reported a position in ESS in Q2 2022 and held it in 15 quarters. The position peaked at $376K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • NewEdge Wealth reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,436 Essex Property Trust shares in Q1 2026, an estimated $376K.
  • NewEdge Wealth first reported a position in Essex Property Trust in Q2 2022 and held it in 15 quarters.
  • NewEdge Wealth's Essex Property Trust position peaked at $376K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

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