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Sagespring Wealth Partners’s Essex Property Trust ESS Stock Holding History

Sagespring Wealth 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 		$244K Buy
+1,006
New +$254K ﹤0.01% 726
2025
Q3 		– Sell
-737
Closed -$209K – 743
2025
Q2 		$209K Buy
+737
New +$207K ﹤0.01% 681

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

Sagespring Wealth Partners's ESS Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Essex Property Trust (ESS) in Q1 2026: 1,006 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in ESS as recently as Q2 2025.

Sagespring Wealth Partners first reported a position in ESS in Q2 2025 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Sagespring Wealth Partners held 1,006 shares of Essex Property Trust worth $244K as of Q1 2026.
  • Essex Property Trust was a new Sagespring Wealth Partners position in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #726 holding.
  • Sagespring Wealth Partners first reported a position in Essex Property Trust in Q2 2025 and has held it in 2 quarters since.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.