Provenance Wealth Advisors
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Provenance Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Provenance Wealth Advisors’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
Q3 		$4.58K Buy
17
+15
+750% +$4.27K ﹤0.01% 1499
2026
Q2 		$583 Buy
+2
New +$538 ﹤0.01% 559

Other funds holding ESS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Provenance Wealth Advisors's ESS Position: Q3 2026 in Review

Provenance Wealth Advisors increased its Essex Property Trust (ESS) stake by 750% in Q3 2026, buying an estimated $4.27K and bringing the position to 17 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Provenance Wealth Advisors first reported a position in ESS in Q2 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Provenance Wealth Advisors held 17 shares of Essex Property Trust worth $4.58K as of Q3 2026.
  • Provenance Wealth Advisors bought 15 Essex Property Trust shares in Q3 2026, an estimated $4.27K.
  • Essex Property Trust made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #1499 holding.
  • Provenance Wealth Advisors first reported a position in Essex Property Trust in Q2 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.