Root Financial Partners
ESS icon

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
Q3 		$7.27K Buy
+27
New +$7.69K ﹤0.01% 2067
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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's ESS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Essex Property Trust (ESS) in Q3 2026: 27 shares worth $7.27K. The stake represents ﹤0.01% of the portfolio and ranks #2067 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESS as recently as Q1 2026.

Root Financial Partners first reported a position in ESS in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q3 2025. 520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Root Financial Partners held 27 shares of Essex Property Trust worth $7.27K as of Q3 2026.
  • Essex Property Trust was a new Root Financial Partners position in Q3 2026.
  • Essex Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2067 holding.
  • Root Financial Partners first reported a position in Essex Property Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Essex Property Trust position peaked at $14.8K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.