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Sigma Planning Corp’s Essex Property Trust ESS Stock Holding History

Sigma Planning Corp’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 		$1.18M Buy
4,876
+800
+20% +$202K 0.03% 508
2025
Q4 		$1.07M Buy
4,076
+176
+5% +$45.6K 0.03% 513
2025
Q3 		$1.04M Sell
3,900
-180
-4% -$48.7K 0.03% 513
2025
Q2 		$1.16M Buy
4,080
+27
+0.7% +$7.58K 0.03% 454
2025
Q1 		$1.24M Buy
4,053
+65
+2% +$19K 0.04% 414
2024
Q4 		$1.14M Buy
3,988
+1,145
+40% +$338K 0.04% 450
2024
Q3 		$840K Sell
2,843
-41
-1% -$11.9K 0.03% 557
2024
Q2 		$785K Buy
2,884
+1
+0% +$257 0.02% 552
2024
Q1 		$706K Buy
2,883
+1,737
+152% +$413K 0.02% 622
2023
Q4 		$284K Sell
1,146
-1,649
-59% -$364K 0.02% 642
2023
Q3 		$593K Sell
2,795
-14
-0.5% -$3.28K 0.02% 637
2023
Q2 		$658K Buy
2,809
+9
+0.3% +$1.97K 0.02% 624
2023
Q1 		$586K Buy
2,800
+1,684
+151% +$371K 0.02% 736
2022
Q4 		$237K Buy
+1,116
New +$244K 0.01% 1071

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Sigma Planning Corp's ESS Position: Q1 2026 in Review

Sigma Planning Corp increased its Essex Property Trust (ESS) stake by 20% in Q1 2026, buying an estimated $202K and bringing the position to 4,876 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #508.

Sigma Planning Corp first reported a position in ESS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Sigma Planning Corp held 4,876 shares of Essex Property Trust worth $1.18M as of Q1 2026.
  • Sigma Planning Corp bought 800 Essex Property Trust shares in Q1 2026, an estimated $202K.
  • Essex Property Trust made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #508 holding.
  • Sigma Planning Corp first reported a position in Essex Property Trust in Q4 2022 and has held it in 14 quarters since.
  • Sigma Planning Corp's Essex Property Trust position peaked at $1.24M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.