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Root Financial Partners’s Essex Property Trust ESS Stock Holding History

Root Financial Partners’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 		– Sell
-7
Closed -$1.69K – 1281
2026
Q1 		$1.69K Sell
7
-36
-84% -$9.08K ﹤0.01% 2386
2025
Q4 		$11.4K Sell
43
-12
-22% -$3.11K ﹤0.01% 1446
2025
Q3 		$14.8K Buy
+55
New +$14.9K ﹤0.01% 1268

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

Root Financial Partners's ESS Position: Q2 2026 in Review

Root Financial Partners sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 7 shares — an estimated $1.69K sold.

Root Financial Partners first reported a position in ESS in Q3 2025 and held it in 3 quarters. The position peaked at $14.8K in Q3 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Root Financial Partners reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Essex Property Trust shares in Q2 2026, an estimated $1.69K.
  • Root Financial Partners first reported a position in Essex Property Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Essex Property Trust position peaked at $14.8K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.