Physician Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Physician Wealth 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	$6.42K	Sell	22 -19	-46%	-$5.11K	﹤0.01%	1002
2026 Q1	$9.92K	Buy	41 +26	+173%	+$6.56K	﹤0.01%	797
2025 Q4	$3.93K	Sell	15 -34	-69%	-$8.8K	﹤0.01%	1054
2025 Q3	$13.1K	Buy	49 +25	+104%	+$6.76K	﹤0.01%	676
2025 Q2	$6.8K	Buy	24 +4	+20%	+$1.12K	﹤0.01%	726
2025 Q1	$6.13K	Hold	20	–	–	﹤0.01%	702
2024 Q4	$5.71K	Buy	+20	New	+$5.91K	﹤0.01%	709

Other funds holding ESS

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Physician Wealth Advisors's ESS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Essex Property Trust (ESS) stake by 46% in Q2 2026, selling an estimated $5.11K and leaving 22 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Physician Wealth Advisors first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1K in Q3 2025. 88 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Physician Wealth Advisors held 22 shares of Essex Property Trust worth $6.42K as of Q2 2026.
Physician Wealth Advisors sold 19 Essex Property Trust shares in Q2 2026, an estimated $5.11K.
Essex Property Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1002 holding.
Physician Wealth Advisors first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Essex Property Trust position peaked at $13.1K in Q3 2025.
88 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.