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Private Advisor Group’s Essex Property Trust ESS Stock Holding History

Private Advisor 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 		$507K Buy
+1,739
New +$467K ﹤0.01% 1791
2020
Q3 		– Sell
-74
Closed -$17K – 2135
2020
Q2 		$17K Buy
+74
New +$17.7K ﹤0.01% 2664
2015
Q2 		– Sell
-907
Closed -$208K – 1074
2015
Q1 		$208K Buy
+907
New +$205K 0.01% 875

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

Private Advisor Group's ESS Position: Q2 2026 in Review

Private Advisor Group opened a new position in Essex Property Trust (ESS) in Q2 2026: 1,739 shares worth $507K. The stake represents ﹤0.01% of the portfolio and ranks #1791 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in ESS as recently as Q2 2020.

Private Advisor Group first reported a position in ESS in Q1 2015 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Private Advisor Group held 1,739 shares of Essex Property Trust worth $507K as of Q2 2026.
  • Essex Property Trust was a new Private Advisor Group position in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1791 holding.
  • Private Advisor Group first reported a position in Essex Property Trust in Q1 2015 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.