Raymond James Financial
ESS icon

Raymond James Financial’s Essex Property Trust ESS Stock Holding History

Raymond James Financial’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 		$7.16M Sell
24,561
-982
-4% -$264K ﹤0.01% 2442
2026
Q1 		$6.18M Sell
25,543
-640
-2% -$161K ﹤0.01% 2426
2025
Q4 		$6.85M Buy
26,183
+38
+0.1% +$9.84K ﹤0.01% 2268
2025
Q3 		$7M Sell
26,145
-5,106
-16% -$1.38M ﹤0.01% 2210
2025
Q2 		$8.86M Buy
31,251
+4,254
+16% +$1.19M ﹤0.01% 1964
2025
Q1 		$8.28M Buy
26,997
+2,381
+10% +$696K ﹤0.01% 1969
2024
Q4 		$7.03M Buy
+24,616
New +$7.27M ﹤0.01% 2096

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 $3.38T AUM 44.17% 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

Raymond James Financial's ESS Position: Q2 2026 in Review

Raymond James Financial reduced its Essex Property Trust (ESS) stake by 3.8% in Q2 2026, selling an estimated $264K and leaving 24,561 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Raymond James Financial first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86M in Q2 2025. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Raymond James Financial held 24,561 shares of Essex Property Trust worth $7.16M as of Q2 2026.
  • Raymond James Financial sold 982 Essex Property Trust shares in Q2 2026, an estimated $264K.
  • Essex Property Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2442 holding.
  • Raymond James Financial first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Essex Property Trust position peaked at $8.86M in Q2 2025.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.