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 Q2	$454K	Buy	1,556 +140	+10%	+$37.6K	0.03%	291
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 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

Parcion Private Wealth's ESS Position: Q2 2026 in Review

Parcion Private Wealth increased its Essex Property Trust (ESS) stake by 9.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 1,556 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #291.

Parcion Private Wealth first reported a position in ESS in Q4 2019 and has held it in 27 quarters since. The position peaked at $471K in Q4 2021. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Parcion Private Wealth held 1,556 shares of Essex Property Trust worth $454K as of Q2 2026.
Parcion Private Wealth bought 140 Essex Property Trust shares in Q2 2026, an estimated $37.6K.
Essex Property Trust made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #291 holding.
Parcion Private Wealth first reported a position in Essex Property Trust in Q4 2019 and has held it in 27 quarters since.
Parcion Private Wealth's Essex Property Trust position peaked at $471K in Q4 2021.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

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