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

Prestige Wealth Management 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 Q2	$883	Hold	3	–	–	﹤0.01%	935
2026 Q1	$734	Hold	3	–	–	﹤0.01%	919
2025 Q4	$786	Hold	3	–	–	﹤0.01%	904
2025 Q3	$811	Hold	3	–	–	﹤0.01%	880
2025 Q2	$858	Sell	3 -973	-100%	-$273K	﹤0.01%	870
2025 Q1	$302K	Buy	976 +973	+32,433%	+$284K	0.06%	137
2024 Q4	$857	Hold	3	–	–	﹤0.01%	903
2024 Q3	$894	Hold	3	–	–	﹤0.01%	892
2024 Q2	$824	Hold	3	–	–	﹤0.01%	855
2024 Q1	$742	Hold	3	–	–	﹤0.01%	905
2023 Q4	$751	Hold	3	–	–	﹤0.01%	890
2023 Q3	$644	Hold	3	–	–	﹤0.01%	933
2023 Q2	$710	Hold	3	–	–	﹤0.01%	944
2023 Q1	$635	Hold	3	–	–	﹤0.01%	943
2022 Q4	$642	Hold	3	–	–	﹤0.01%	1029
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	834
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	843
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	865
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	890
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	879
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	869
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	865
2020 Q4	$1K	Sell	3 -26	-90%	-$6K	﹤0.01%	833
2020 Q3	$6K	Sell	29 -5	-15%	-$1.09K	﹤0.01%	513
2020 Q2	$8K	Sell	34 -5	-13%	-$1.2K	﹤0.01%	454
2020 Q1	$9K	Buy	+39	New	+$11.2K	﹤0.01%	395
2019 Q1	–	Sell	-5	Closed	-$1K	–	704
2018 Q4	$1K	Buy	+5	New	+$1.26K	﹤0.01%	1008

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prestige Wealth Management Group's ESS Position: Q2 2026 in Review

Prestige Wealth Management Group held its Essex Property Trust (ESS) position steady in Q2 2026 at 3 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Prestige Wealth Management Group first reported a position in ESS in Q4 2018 and has held it in 27 quarters since. The position peaked at $302K in Q1 2025. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Prestige Wealth Management Group held 3 shares of Essex Property Trust worth $883 as of Q2 2026.
Prestige Wealth Management Group left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #935 holding.
Prestige Wealth Management Group first reported a position in Essex Property Trust in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Essex Property Trust position peaked at $302K in Q1 2025.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.