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Plante Moran Financial Advisors’s Essex Property Trust ESS Stock Holding History

Plante Moran Financial 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 		$14.6K Hold
50
– – ﹤0.01% 513
2026
Q1 		$12.1K Hold
50
– – ﹤0.01% 502
2025
Q4 		$13.1K Hold
50
– – ﹤0.01% 521
2025
Q3 		$13.4K Hold
50
– – ﹤0.01% 518
2025
Q2 		$14.2K Hold
50
– – ﹤0.01% 518
2025
Q1 		$15.3K Hold
50
– – ﹤0.01% 515
2024
Q4 		$14.3K Hold
50
– – ﹤0.01% 529
2024
Q3 		$14.8K Hold
50
– – ﹤0.01% 568
2024
Q2 		$13.6K Hold
50
– – ﹤0.01% 531
2024
Q1 		$12.2K Hold
50
– – ﹤0.01% 576
2023
Q4 		$12.4K Hold
50
– – ﹤0.01% 527
2023
Q3 		$10.6K Buy
+50
New +$11.7K ﹤0.01% 528
2018
Q2 		– Sell
-7
Closed -$2K – 860
2018
Q1 		$2K Hold
7
– – ﹤0.01% 831
2017
Q4 		$2K Hold
7
– – ﹤0.01% 786
2017
Q3 		$2K Hold
7
– – ﹤0.01% 723
2017
Q2 		$2K Buy
+7
New +$1.76K ﹤0.01% 743

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Plante Moran Financial Advisors's ESS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Essex Property Trust (ESS) position steady in Q2 2026 at 50 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Plante Moran Financial Advisors first reported a position in ESS in Q2 2017 and has held it in 16 quarters since. The position peaked at $15.3K in Q1 2025. 307 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Plante Moran Financial Advisors held 50 shares of Essex Property Trust worth $14.6K as of Q2 2026.
  • Plante Moran Financial Advisors left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #513 holding.
  • Plante Moran Financial Advisors first reported a position in Essex Property Trust in Q2 2017 and has held it in 16 quarters since.
  • Plante Moran Financial Advisors's Essex Property Trust position peaked at $15.3K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.