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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
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 $6.73T 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

Sagespring Wealth Partners's ESS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Essex Property Trust (ESS) stake by 2.2% in Q2 2026, buying an estimated $5.91K and bringing the position to 1,028 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Sagespring Wealth Partners first reported a position in ESS in Q2 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Sagespring Wealth Partners held 1,028 shares of Essex Property Trust worth $300K as of Q2 2026.
  • Sagespring Wealth Partners bought 22 Essex Property Trust shares in Q2 2026, an estimated $5.91K.
  • Essex Property Trust made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #692 holding.
  • Sagespring Wealth Partners first reported a position in Essex Property Trust in Q2 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.