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Nvest Wealth Strategies’s Essex Property Trust ESS Stock Holding History

Nvest Wealth Strategies’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 		$292 Hold
1
– – ﹤0.01% 330
2026
Q1 		$242 Buy
+1
New +$252 ﹤0.01% 376

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Nvest Wealth Strategies's ESS Position: Q2 2026 in Review

Nvest Wealth Strategies held its Essex Property Trust (ESS) position steady in Q2 2026 at 1 share worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Nvest Wealth Strategies first reported a position in ESS in Q1 2026 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Nvest Wealth Strategies held 1 share of Essex Property Trust worth $292 as of Q2 2026.
  • Nvest Wealth Strategies left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #330 holding.
  • Nvest Wealth Strategies first reported a position in Essex Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.