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Pinnacle Wealth Management Advisory Group’s Essex Property Trust ESS Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		– Sell
-1,274
Closed -$333K – 557
2025
Q4 		$333K Buy
+1,274
New +$330K 0.02% 372
2025
Q1 		– Sell
-872
Closed -$249K – 368
2024
Q4 		$249K Sell
872
-1
-0.1% -$295 0.02% 311
2024
Q3 		$258K Sell
873
-4
-0.5% -$1.16K 0.02% 302
2024
Q2 		$239K Buy
+877
New +$225K 0.02% 309

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

Pinnacle Wealth Management Advisory Group's ESS Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 1,274 shares — an estimated $333K sold.

Pinnacle Wealth Management Advisory Group first reported a position in ESS in Q2 2024 and held it in 4 quarters. The position peaked at $333K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,274 Essex Property Trust shares in Q1 2026, an estimated $333K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Essex Property Trust in Q2 2024 and held it in 4 quarters.
  • Pinnacle Wealth Management Advisory Group's Essex Property Trust position peaked at $333K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.