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 Q3	$6.47K	Buy	24 +2	+9%	+$569	﹤0.01%	1043
2026 Q2	$6.42K	Sell	22 -19	-46%	-$5.11K	﹤0.01%	1002
2026 Q1	$9.9K	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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Advisors's ESS Position: Q3 2026 in Review

Physician Wealth Advisors increased its Essex Property Trust (ESS) stake by 9.1% in Q3 2026, buying an estimated $569 and bringing the position to 24 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Physician Wealth Advisors first reported a position in ESS in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.1K in Q3 2025. 107 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Physician Wealth Advisors held 24 shares of Essex Property Trust worth $6.47K as of Q3 2026.
Physician Wealth Advisors bought 2 Essex Property Trust shares in Q3 2026, an estimated $569.
Essex Property Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1043 holding.
Physician Wealth Advisors first reported a position in Essex Property Trust in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Essex Property Trust position peaked at $13.1K in Q3 2025.
107 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.