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

Private 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
2025 Q4	–	Sell	-5	Closed	-$1.34K	–	1493
2025 Q3	$1.34K	Hold	5	–	–	﹤0.01%	1209
2025 Q2	$1.42K	Hold	5	–	–	﹤0.01%	1187
2025 Q1	$1.53K	Hold	5	–	–	﹤0.01%	1149
2024 Q4	$1.43K	Hold	5	–	–	﹤0.01%	1210
2024 Q3	$1.48K	Hold	5	–	–	﹤0.01%	1174
2024 Q2	$1.36K	Hold	5	–	–	﹤0.01%	1187
2024 Q1	$1.23K	Hold	5	–	–	﹤0.01%	1182
2023 Q4	$1.24K	Buy	+5	New	+$1.1K	﹤0.01%	1193

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Private Wealth Management Group's ESS Position: Q4 2025 in Review

Private Wealth Management Group sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 5 shares — an estimated $1.34K sold.

Private Wealth Management Group first reported a position in ESS in Q4 2023 and held it in 8 quarters. The position peaked at $1.53K in Q1 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

Private Wealth Management Group reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 5 Essex Property Trust shares in Q4 2025, an estimated $1.34K.
Private Wealth Management Group first reported a position in Essex Property Trust in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's Essex Property Trust position peaked at $1.53K in Q1 2025.
619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.