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Pinnacle Wealth Planning Services’s Essex Property Trust ESS Stock Holding History

Pinnacle Wealth Planning Services’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 		$56.4K Sell
233
-12
-5% -$3.03K 0.01% 1134
2025
Q4 		$64.1K Buy
+245
New +$63.4K 0.01% 1036
2021
Q1 		– Sell
-46
Closed -$11K – 862
2020
Q4 		$11K Buy
+46
New +$10.6K ﹤0.01% 1351

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 Planning Services's ESS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Essex Property Trust (ESS) stake by 4.9% in Q1 2026, selling an estimated $3.03K and leaving 233 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #1134.

Pinnacle Wealth Planning Services first reported a position in ESS in Q4 2020 and has held it in 3 quarters since. The position peaked at $64.1K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 233 shares of Essex Property Trust worth $56.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 12 Essex Property Trust shares in Q1 2026, an estimated $3.03K.
  • Essex Property Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1134 holding.
  • Pinnacle Wealth Planning Services first reported a position in Essex Property Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Essex Property Trust position peaked at $64.1K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.