Retirement Wealth Solutions’s Essex Property Trust ESS Stock Holding History

Retirement Wealth Solutions’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	$270	Sell	1 -1	-50%	-$285	﹤0.01%	865
2026 Q2	$584	Hold	2	–	–	﹤0.01%	718
2026 Q1	$484	Buy	2 +1	+100%	+$252	﹤0.01%	729
2025 Q4	$262	Hold	1	–	–	﹤0.01%	720
2025 Q3	$292	Buy	+1	New	+$270	﹤0.01%	745
2025 Q2	–	Hold	0	–	–	–	429
2025 Q1	–	Hold	0	–	–	–	419
2024 Q4	–	Hold	0	–	–	–	425

Other funds holding ESS

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Retirement Wealth Solutions's ESS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Essex Property Trust (ESS) stake by 50% in Q3 2026, selling an estimated $285 and leaving 1 share worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Retirement Wealth Solutions first reported a position in ESS in Q3 2025 and has held it in 5 quarters since. The position peaked at $584 in Q2 2026. 117 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Retirement Wealth Solutions held 1 share of Essex Property Trust worth $270 as of Q3 2026.
Retirement Wealth Solutions sold 1 Essex Property Trust share in Q3 2026, an estimated $285.
Essex Property Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #865 holding.
Retirement Wealth Solutions first reported a position in Essex Property Trust in Q3 2025 and has held it in 5 quarters since.
Retirement Wealth Solutions's Essex Property Trust position peaked at $584 in Q2 2026.
117 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.