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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return