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Richardson Financial Services’s Essex Property Trust ESS Stock Holding History

Richardson Financial Services’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 		$24.2K Hold
100
– – 0.02% 398
2025
Q4 		$26.2K Hold
100
– – 0.01% 374
2025
Q3 		$26.8K Hold
100
– – 0.02% 341
2025
Q2 		$28.5K Buy
100
+75
+300% +$21.1K 0.02% 308
2025
Q1 		$7.66K Hold
25
– – 0.01% 422
2024
Q4 		$7.07K Buy
+25
New +$7.39K 0.01% 439

Other funds holding ESS

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Richardson Financial Services's ESS Position: Q1 2026 in Review

Richardson Financial Services held its Essex Property Trust (ESS) position steady in Q1 2026 at 100 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #398.

Richardson Financial Services first reported a position in ESS in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.5K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Richardson Financial Services held 100 shares of Essex Property Trust worth $24.2K as of Q1 2026.
  • Richardson Financial Services left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #398 holding.
  • Richardson Financial Services first reported a position in Essex Property Trust in Q4 2024 and has held it in 6 quarters since.
  • Richardson Financial Services's Essex Property Trust position peaked at $28.5K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.