Rise Advisors’s Essex Property Trust ESS Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-3	Closed	-$803	–	543
2025 Q3	$803	Hold	3	–	–	﹤0.01%	1308
2025 Q2	$850	Hold	3	–	–	﹤0.01%	1313
2025 Q1	$920	Buy	+3	New	+$877	﹤0.01%	1281

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Rise Advisors's ESS Position: Q4 2025 in Review

Rise Advisors sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 3 shares — an estimated $803 sold.

Rise Advisors first reported a position in ESS in Q1 2025 and held it in 3 quarters. The position peaked at $920 in Q1 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

Rise Advisors reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 3 Essex Property Trust shares in Q4 2025, an estimated $803.
Rise Advisors first reported a position in Essex Property Trust in Q1 2025 and held it in 3 quarters.
Rise Advisors's Essex Property Trust position peaked at $920 in Q1 2025.
619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.