Sagespring Wealth Partners
ESS icon

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
Q3 		$294K Buy
1,093
+65
+6% +$18.5K ﹤0.01% 728
2026
Q2 		$300K Buy
1,028
+22
+2% +$5.91K ﹤0.01% 692
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 $6.79T AUM 37.06% 1-Year Est. Return
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

Sagespring Wealth Partners's ESS Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Essex Property Trust (ESS) stake by 6.3% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,093 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Sagespring Wealth Partners first reported a position in ESS in Q2 2025 and has held it in 4 quarters since. The position peaked at $300K in Q2 2026. 520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Sagespring Wealth Partners held 1,093 shares of Essex Property Trust worth $294K as of Q3 2026.
  • Sagespring Wealth Partners bought 65 Essex Property Trust shares in Q3 2026, an estimated $18.5K.
  • Essex Property Trust made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #728 holding.
  • Sagespring Wealth Partners first reported a position in Essex Property Trust in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Essex Property Trust position peaked at $300K in Q2 2026.
  • 520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.