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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
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 $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

Root Financial Partners's ESS Position: Q1 2026 in Review

Root Financial Partners reduced its Essex Property Trust (ESS) stake by 84% in Q1 2026, selling an estimated $9.08K and leaving 7 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Root Financial Partners first reported a position in ESS in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q3 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Root Financial Partners held 7 shares of Essex Property Trust worth $1.69K as of Q1 2026.
  • Root Financial Partners sold 36 Essex Property Trust shares in Q1 2026, an estimated $9.08K.
  • Essex Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2386 holding.
  • Root Financial Partners first reported a position in Essex Property Trust in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Essex Property Trust position peaked at $14.8K in Q3 2025.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.