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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
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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Retirement Wealth Solutions's ESS Position: Q2 2026 in Review

Retirement Wealth Solutions held its Essex Property Trust (ESS) position steady in Q2 2026 at 2 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Retirement Wealth Solutions first reported a position in ESS in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Retirement Wealth Solutions held 2 shares of Essex Property Trust worth $584 as of Q2 2026.
  • Retirement Wealth Solutions left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #718 holding.
  • Retirement Wealth Solutions first reported a position in Essex Property Trust in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.