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Perigon Wealth Management’s Essex Property Trust ESS Stock Holding History

Perigon Wealth Management’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 		$6.72M Buy
27,781
+141
+0.5% +$35.6K 0.12% 166
2025
Q4 		$7.23M Buy
27,640
+170
+0.6% +$44K 0.13% 150
2025
Q3 		$7.35M Buy
27,470
+11
+0% +$2.97K 0.15% 135
2025
Q2 		$7.78M Buy
27,459
+17
+0.1% +$4.78K 0.18% 118
2025
Q1 		$8.41M Buy
27,442
+44
+0.2% +$12.9K 0.22% 108
2024
Q4 		$7.77M Buy
27,398
+9
+0% +$2.66K 0.19% 111
2024
Q3 		$8.09M Buy
27,389
+22
+0.1% +$6.38K 0.21% 103
2024
Q2 		$7.45M Sell
27,367
-11
-0% -$2.82K 0.22% 97
2024
Q1 		$6.7M Buy
27,378
+169
+0.6% +$40.2K 0.2% 115
2023
Q4 		$6.75M Buy
+27,209
New +$6M 0.22% 100
2021
Q1 		– Sell
-122
Closed -$29K – 654
2020
Q4 		$29K Buy
+122
New +$28.1K ﹤0.01% 906
2018
Q2 		– Sell
-88
Closed -$21K – 350
2018
Q1 		$21K Hold
88
– – 0.01% 430
2017
Q4 		$21K Hold
88
– – 0.01% 406
2017
Q3 		$23K Sell
88
-1,085
-92% -$283K 0.01% 434
2017
Q2 		$304K Buy
1,173
+350
+43% +$88K 0.07% 208
2017
Q1 		$192K Buy
823
+735
+835% +$169K 0.04% 258
2016
Q4 		$20K Sell
88
-25
-22% -$5.4K ﹤0.01% 468
2016
Q3 		$25K Hold
113
– – 0.01% 377
2016
Q2 		$26K Buy
+113
New +$25.2K 0.01% 318

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

Perigon Wealth Management's ESS Position: Q1 2026 in Review

Perigon Wealth Management increased its Essex Property Trust (ESS) stake by 0.51% in Q1 2026, buying an estimated $35.6K and bringing the position to 27,781 shares worth $6.72M. The position accounts for 0.12% of the portfolio, ranked #166.

Perigon Wealth Management first reported a position in ESS in Q2 2016 and has held it in 19 quarters since. The position peaked at $8.41M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Perigon Wealth Management held 27,781 shares of Essex Property Trust worth $6.72M as of Q1 2026.
  • Perigon Wealth Management bought 141 Essex Property Trust shares in Q1 2026, an estimated $35.6K.
  • Essex Property Trust made up 0.12% of Perigon Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Perigon Wealth Management first reported a position in Essex Property Trust in Q2 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's Essex Property Trust position peaked at $8.41M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.