OneDigital Investment Advisors’s Essex Property Trust ESS Stock Holding History

OneDigital Investment 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 Q2	$1M	Sell	3,444 -9	-0.3%	-$2.42K	0.01%	740
2026 Q1	$836K	Buy	3,453 +26	+0.8%	+$6.56K	0.01%	752
2025 Q4	$897K	Sell	3,427 -56	-2%	-$14.5K	0.01%	714
2025 Q3	$932K	Buy	3,483 +65	+2%	+$17.6K	0.01%	678
2025 Q2	$969K	Buy	+3,418	New	+$960K	0.01%	649
2019 Q3	–	Sell	-95	Closed	-$28K	–	738
2019 Q2	$28K	Hold	95	–	–	﹤0.01%	708
2019 Q1	$27K	Hold	95	–	–	﹤0.01%	642
2018 Q4	$23K	Hold	95	–	–	﹤0.01%	654
2018 Q3	$23K	Hold	95	–	–	0.01%	620
2018 Q2	$23K	Hold	95	–	–	﹤0.01%	760
2018 Q1	$23K	Buy	+95	New	+$21.9K	0.01%	767

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

OneDigital Investment Advisors's ESS Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Essex Property Trust (ESS) stake by 0.26% in Q2 2026, selling an estimated $2.42K and leaving 3,444 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #740.

OneDigital Investment Advisors first reported a position in ESS in Q1 2018 and has held it in 11 quarters since. 420 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

OneDigital Investment Advisors held 3,444 shares of Essex Property Trust worth $1M as of Q2 2026.
OneDigital Investment Advisors sold 9 Essex Property Trust shares in Q2 2026, an estimated $2.42K.
Essex Property Trust made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #740 holding.
OneDigital Investment Advisors first reported a position in Essex Property Trust in Q1 2018 and has held it in 11 quarters since.
420 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.