PSI Advisors’s Essex Property Trust ESS Stock Holding History

PSI 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
2025 Q2	–	Sell	-136	Closed	-$41.7K	–	272
2025 Q1	$41.7K	Sell	136 -23	-14%	-$6.72K	0.01%	261
2024 Q4	$45.3K	Hold	159	–	–	0.01%	288
2024 Q3	$46.8K	Hold	159	–	–	0.01%	282
2024 Q2	$43.2K	Hold	159	–	–	0.01%	275
2024 Q1	$38.8K	Hold	159	–	–	0.01%	290
2023 Q4	$39.3K	Hold	159	–	–	0.01%	301
2023 Q3	$33.6K	Sell	159 -6	-4%	-$1.41K	0.01%	299
2023 Q2	$38.6K	Buy	165 +142	+617%	+$31K	0.02%	279
2023 Q1	$4.72K	Hold	23	–	–	﹤0.01%	540
2022 Q4	$4.78K	Hold	23	–	–	﹤0.01%	519
2022 Q3	$5K	Hold	23	–	–	﹤0.01%	516
2022 Q2	$6K	Hold	23	–	–	﹤0.01%	542
2022 Q1	$8K	Hold	23	–	–	﹤0.01%	499
2021 Q4	$8K	Hold	23	–	–	﹤0.01%	532
2021 Q3	$7K	Buy	+23	New	+$7.44K	﹤0.01%	533
2020 Q1	–	Sell	-21	Closed	-$6K	–	251
2019 Q4	$6K	Buy	+21	New	+$6.63K	﹤0.01%	522

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 $3.37T AUM 44.26% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PSI Advisors's ESS Position: Q2 2025 in Review

PSI Advisors sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 136 shares — an estimated $41.7K sold.

PSI Advisors first reported a position in ESS in Q4 2019 and held it in 16 quarters. The position peaked at $46.8K in Q3 2024. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

PSI Advisors reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 136 Essex Property Trust shares in Q2 2025, an estimated $41.7K.
PSI Advisors first reported a position in Essex Property Trust in Q4 2019 and held it in 16 quarters.
PSI Advisors's Essex Property Trust position peaked at $46.8K in Q3 2024.
617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.