Proficio Capital Partners’s Essex Property Trust ESS Stock Holding History

Proficio Capital Partners’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	$328K	Buy	+1,124	New	+$302K	0.01%	466
2019 Q3	–	Sell	-61	Closed	-$18K	–	585
2019 Q2	$18K	Buy	61 +46	+307%	+$13.3K	0.01%	720
2019 Q1	$4K	Hold	15	–	–	﹤0.01%	1165
2018 Q4	$4K	Hold	15	–	–	﹤0.01%	895
2018 Q3	$4K	Buy	15 +4	+36%	+$963	﹤0.01%	987
2018 Q2	$3K	Hold	11	–	–	﹤0.01%	1070
2018 Q1	$3K	Sell	11 -36	-77%	-$8.3K	﹤0.01%	1071
2017 Q4	$11K	Buy	47 +5	+12%	+$1.26K	﹤0.01%	771
2017 Q3	$11K	Sell	42 -2	-5%	-$522	﹤0.01%	753
2017 Q2	$12K	Buy	44 +3	+7%	+$754	0.01%	749
2017 Q1	$11K	Buy	41 +3	+8%	+$688	﹤0.01%	784
2016 Q4	$9K	Buy	+38	New	+$8.21K	﹤0.01%	625
2016 Q2	–	Sell	-18	Closed	-$4K	–	1061
2016 Q1	$4K	Sell	18 -6	-25%	-$1.32K	﹤0.01%	557
2015 Q4	$6K	Buy	+24	New	+$5.51K	0.01%	374

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

Proficio Capital Partners's ESS Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Essex Property Trust (ESS) in Q2 2026: 1,124 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in ESS as recently as Q2 2019.

Proficio Capital Partners first reported a position in ESS in Q4 2015 and has held it in 14 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Proficio Capital Partners held 1,124 shares of Essex Property Trust worth $328K as of Q2 2026.
Essex Property Trust was a new Proficio Capital Partners position in Q2 2026.
Essex Property Trust made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #466 holding.
Proficio Capital Partners first reported a position in Essex Property Trust in Q4 2015 and has held it in 14 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.