Sequoia Financial Advisors’s Essex Property Trust ESS Stock Holding History

Sequoia Financial Advisors’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	$220K	Buy	+754	New	+$203K	﹤0.01%	1910
2026 Q1	–	Sell	-1,415	Closed	-$370K	–	1973
2025 Q4	$370K	Buy	1,415 +543	+62%	+$141K	﹤0.01%	1449
2025 Q3	$233K	Sell	872 -1,137	-57%	-$307K	﹤0.01%	1536
2025 Q2	$569K	Buy	2,009 +1,231	+158%	+$346K	﹤0.01%	937
2025 Q1	$239K	Buy	778 +46	+6%	+$13.4K	﹤0.01%	1182
2024 Q4	$209K	Buy	+732	New	+$216K	﹤0.01%	1202
2024 Q1	–	Sell	-1,154	Closed	-$286K	–	1207
2023 Q4	$286K	Buy	+1,154	New	+$255K	﹤0.01%	952

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's ESS Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Essex Property Trust (ESS) in Q2 2026: 754 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in ESS as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in ESS in Q4 2023 and has held it in 7 quarters since. The position peaked at $569K in Q2 2025. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Sequoia Financial Advisors held 754 shares of Essex Property Trust worth $220K as of Q2 2026.
Essex Property Trust was a new Sequoia Financial Advisors position in Q2 2026.
Essex Property Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1910 holding.
Sequoia Financial Advisors first reported a position in Essex Property Trust in Q4 2023 and has held it in 7 quarters since.
Sequoia Financial Advisors's Essex Property Trust position peaked at $569K in Q2 2025.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.