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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

SHP Wealth Management's ESS Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Essex Property Trust (ESS) in Q1 2026: 7 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings.

607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • SHP Wealth Management held 7 shares of Essex Property Trust worth $1.69K as of Q1 2026.
  • Essex Property Trust was a new SHP Wealth Management position in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1328 holding.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.