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NewSquare Capital’s Essex Property Trust ESS Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-39
Closed -$11.1K – 515
2025
Q2 		$11.1K Sell
39
-5
-11% -$1.4K ﹤0.01% 628
2025
Q1 		$13.5K Buy
44
+43
+4,300% +$12.6K ﹤0.01% 469
2024
Q4 		$285 Buy
+1
New +$295 ﹤0.01% 828
2023
Q4 		– Sell
-6
Closed -$1.27K – 538
2023
Q3 		$1.27K Buy
+6
New +$1.41K ﹤0.01% 481
2021
Q4 		– Sell
-1,837
Closed -$587K – 368
2021
Q3 		$587K Buy
+1,837
New +$594K 0.07% 133

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's ESS Position: Q3 2025 in Review

NewSquare Capital sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 39 shares — an estimated $11.1K sold.

NewSquare Capital first reported a position in ESS in Q3 2021 and held it in 5 quarters. The position peaked at $587K in Q3 2021. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • NewSquare Capital reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 39 Essex Property Trust shares in Q3 2025, an estimated $11.1K.
  • NewSquare Capital first reported a position in Essex Property Trust in Q3 2021 and held it in 5 quarters.
  • NewSquare Capital's Essex Property Trust position peaked at $587K in Q3 2021.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.