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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
Q2 		$60.1K Sell
206
-27
-12% -$7.26K 0.01% 1152
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's ESS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Essex Property Trust (ESS) stake by 12% in Q2 2026, selling an estimated $7.26K and leaving 206 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #1152.

Pinnacle Wealth Planning Services first reported a position in ESS in Q4 2020 and has held it in 4 quarters since. The position peaked at $64.1K in Q4 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 206 shares of Essex Property Trust worth $60.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 27 Essex Property Trust shares in Q2 2026, an estimated $7.26K.
  • Essex Property Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1152 holding.
  • Pinnacle Wealth Planning Services first reported a position in Essex Property Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Essex Property Trust position peaked at $64.1K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.