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Parcion Private Wealth’s Essex Property Trust ESS Stock Holding History

Parcion Private Wealth’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 		$343K Sell
1,416
-50
-3% -$12.6K 0.02% 309
2025
Q4 		$384K Buy
1,466
+3
+0.2% +$776 0.02% 278
2025
Q3 		$392K Buy
1,463
+120
+9% +$32.4K 0.02% 230
2025
Q2 		$381K Hold
1,343
– – 0.03% 206
2025
Q1 		$412K Hold
1,343
– – 0.03% 184
2024
Q4 		$383K Hold
1,343
– – 0.03% 175
2024
Q3 		$397K Hold
1,343
– – 0.03% 174
2024
Q2 		$366K Hold
1,343
– – 0.03% 153
2024
Q1 		$329K Hold
1,343
– – 0.03% 160
2023
Q4 		$333K Hold
1,343
– – 0.03% 159
2023
Q3 		$285K Hold
1,343
– – 0.03% 160
2023
Q2 		$315K Hold
1,343
– – 0.03% 154
2023
Q1 		$281K Hold
1,343
– – 0.03% 166
2022
Q4 		$285K Hold
1,343
– – 0.03% 166
2022
Q3 		$325K Hold
1,343
– – 0.04% 167
2022
Q2 		$368K Sell
1,343
-94
-7% -$28.5K 0.04% 174
2022
Q1 		$464K Buy
1,437
+71
+5% +$23.7K 0.04% 144
2021
Q4 		$471K Sell
1,366
-23
-2% -$7.83K 0.04% 138
2021
Q3 		$463K Buy
1,389
+27
+2% +$8.73K 0.04% 146
2021
Q2 		$409K Hold
1,362
– – 0.04% 146
2021
Q1 		$370K Hold
1,362
– – 0.04% 152
2020
Q4 		$323K Hold
1,362
– – 0.04% 154
2020
Q3 		$289K Hold
1,362
– – 0.04% 152
2020
Q2 		$320K Hold
1,362
– – 0.05% 148
2020
Q1 		$300K Buy
1,362
+27
+2% +$7.76K 0.08% 137
2019
Q4 		$402K Buy
+1,335
New +$422K 0.09% 132

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

Parcion Private Wealth's ESS Position: Q1 2026 in Review

Parcion Private Wealth reduced its Essex Property Trust (ESS) stake by 3.4% in Q1 2026, selling an estimated $12.6K and leaving 1,416 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #309.

Parcion Private Wealth first reported a position in ESS in Q4 2019 and has held it in 26 quarters since. The position peaked at $471K in Q4 2021. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Parcion Private Wealth held 1,416 shares of Essex Property Trust worth $343K as of Q1 2026.
  • Parcion Private Wealth sold 50 Essex Property Trust shares in Q1 2026, an estimated $12.6K.
  • Essex Property Trust made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #309 holding.
  • Parcion Private Wealth first reported a position in Essex Property Trust in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Essex Property Trust position peaked at $471K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.