Principia Wealth Advisory’s Essex Property Trust ESS Stock Holding History

Principia Wealth Advisory’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	$159K	Buy	544 +4	+0.7%	+$1.07K	0.08%	84
2026 Q1	$131K	Buy	540 +5	+0.9%	+$1.26K	0.07%	89
2025 Q4	$140K	Buy	535 +8	+2%	+$2.07K	0.09%	86
2025 Q3	$141K	Buy	527 +2	+0.4%	+$541	0.1%	87
2025 Q2	$149K	Buy	525 +5	+1%	+$1.4K	0.13%	76
2025 Q1	$141K	Buy	520 +5	+1%	+$1.46K	0.14%	60
2024 Q4	$147K	Buy	+515	New	+$152K	0.14%	55

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

Principia Wealth Advisory's ESS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Essex Property Trust (ESS) stake by 0.74% in Q2 2026, buying an estimated $1.07K and bringing the position to 544 shares worth $159K. The position accounts for 0.08% of the portfolio, ranked #84.

Principia Wealth Advisory first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Principia Wealth Advisory held 544 shares of Essex Property Trust worth $159K as of Q2 2026.
Principia Wealth Advisory bought 4 Essex Property Trust shares in Q2 2026, an estimated $1.07K.
Essex Property Trust made up 0.08% of Principia Wealth Advisory's portfolio in Q2 2026, its #84 holding.
Principia Wealth Advisory first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.