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SHP Wealth Management’s Essex Property Trust ESS Stock Holding History

SHP Wealth Management’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 		$1.17K Sell
4
-3
-43% -$806 ﹤0.01% 1551
2026
Q1 		$1.69K Buy
+7
New +$1.77K ﹤0.01% 1328

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ESS Position: Q2 2026 in Review

SHP Wealth Management reduced its Essex Property Trust (ESS) stake by 43% in Q2 2026, selling an estimated $806 and leaving 4 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

SHP Wealth Management first reported a position in ESS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.69K in Q1 2026. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • SHP Wealth Management held 4 shares of Essex Property Trust worth $1.17K as of Q2 2026.
  • SHP Wealth Management sold 3 Essex Property Trust shares in Q2 2026, an estimated $806.
  • Essex Property Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1551 holding.
  • SHP Wealth Management first reported a position in Essex Property Trust in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Essex Property Trust position peaked at $1.69K in Q1 2026.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.