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Nova Wealth Management’s Essex Property Trust ESS Stock Holding History

Nova Wealth Management’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
-3
Closed -$861 – 572
2025
Q4 		$861 Hold
3
– – ﹤0.01% 556
2025
Q3 		$880 Hold
3
– – ﹤0.01% 556
2025
Q2 		$932 Buy
+3
New +$843 ﹤0.01% 669

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

Nova Wealth Management's ESS Position: Q1 2026 in Review

Nova Wealth Management sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 3 shares — an estimated $861 sold.

Nova Wealth Management first reported a position in ESS in Q2 2025 and held it in 3 quarters. The position peaked at $932 in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Nova Wealth Management reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 3 Essex Property Trust shares in Q1 2026, an estimated $861.
  • Nova Wealth Management first reported a position in Essex Property Trust in Q2 2025 and held it in 3 quarters.
  • Nova Wealth Management's Essex Property Trust position peaked at $932 in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.