ORG Wealth Partners’s Essex Property Trust ESS Stock Holding History

ORG Wealth Partners’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	$13.7K	Sell	47 -747	-94%	-$201K	﹤0.01%	492
2026 Q1	$192K	Sell	794 -52	-6%	-$13.1K	0.04%	231
2025 Q4	$221K	Sell	846 -108	-11%	-$28K	0.05%	189
2025 Q3	$255K	Buy	954 +69	+8%	+$18.7K	0.05%	181
2025 Q2	$252K	Sell	885 -1,152	-57%	-$324K	0.06%	165
2025 Q1	$622K	Buy	2,037 +61	+3%	+$17.8K	0.19%	95
2024 Q4	$564K	Sell	1,976 -74	-4%	-$21.9K	0.17%	57
2024 Q3	$606K	Buy	+2,050	New	+$595K	0.2%	57

Other funds holding ESS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Wealth Partners's ESS Position: Q2 2026 in Review

ORG Wealth Partners reduced its Essex Property Trust (ESS) stake by 94% in Q2 2026, selling an estimated $201K and leaving 47 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

ORG Wealth Partners first reported a position in ESS in Q3 2024 and has held it in 8 quarters since. The position peaked at $622K in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

ORG Wealth Partners held 47 shares of Essex Property Trust worth $13.7K as of Q2 2026.
ORG Wealth Partners sold 747 Essex Property Trust shares in Q2 2026, an estimated $201K.
Essex Property Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #492 holding.
ORG Wealth Partners first reported a position in Essex Property Trust in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Essex Property Trust position peaked at $622K in Q1 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.