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Revisor Wealth Management’s Essex Property Trust ESS Stock Holding History

Revisor Wealth Management’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 		$388K Sell
1,320
-64
-5% -$17.2K 0.09% 242
2026
Q1 		$341K Buy
1,384
+75
+6% +$18.9K 0.09% 227
2025
Q4 		$334K Sell
1,309
-6
-0.5% -$1.55K 0.09% 226
2025
Q3 		$346K Sell
1,315
-130
-9% -$35.1K 0.12% 186
2025
Q2 		$419K Buy
1,445
+61
+4% +$17.1K 0.15% 159
2025
Q1 		$428K Buy
1,384
+568
+70% +$166K 0.19% 134
2024
Q4 		$233K Sell
816
-283
-26% -$83.6K 0.22% 102
2024
Q3 		$325K Sell
1,099
-65
-6% -$18.9K 0.2% 114
2024
Q2 		$317K Sell
1,164
-1,104
-49% -$283K 0.22% 108
2024
Q1 		$559K Buy
2,268
+1,235
+120% +$294K 0.25% 106
2023
Q4 		$256K Sell
1,033
-212
-17% -$46.8K 0.29% 96
2023
Q3 		$264K Buy
1,245
+211
+20% +$49.5K 0.22% 125
2023
Q2 		$242K Sell
1,034
-24
-2% -$5.25K 0.22% 141
2023
Q1 		$221K Buy
+1,058
New +$233K 0.2% 146

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 $3.37T AUM 44.26% 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

Revisor Wealth Management's ESS Position: Q2 2026 in Review

Revisor Wealth Management reduced its Essex Property Trust (ESS) stake by 4.6% in Q2 2026, selling an estimated $17.2K and leaving 1,320 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #242.

Revisor Wealth Management first reported a position in ESS in Q1 2023 and has held it in 14 quarters since. The position peaked at $559K in Q1 2024. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Revisor Wealth Management held 1,320 shares of Essex Property Trust worth $388K as of Q2 2026.
  • Revisor Wealth Management sold 64 Essex Property Trust shares in Q2 2026, an estimated $17.2K.
  • Essex Property Trust made up 0.09% of Revisor Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Revisor Wealth Management first reported a position in Essex Property Trust in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's Essex Property Trust position peaked at $559K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.