Sigma Planning Corp
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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
Q3 		$1.4M Buy
5,201
+252
+5% +$71.7K 0.04% 463
2026
Q2 		$1.44M Buy
4,949
+73
+1% +$19.6K 0.04% 468
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

Sigma Planning Corp's ESS Position: Q3 2026 in Review

Sigma Planning Corp increased its Essex Property Trust (ESS) stake by 5.1% in Q3 2026, buying an estimated $71.7K and bringing the position to 5,201 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #463.

Sigma Planning Corp first reported a position in ESS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q2 2026. 330 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Sigma Planning Corp held 5,201 shares of Essex Property Trust worth $1.4M as of Q3 2026.
  • Sigma Planning Corp bought 252 Essex Property Trust shares in Q3 2026, an estimated $71.7K.
  • Essex Property Trust made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #463 holding.
  • Sigma Planning Corp first reported a position in Essex Property Trust in Q4 2022 and has held it in 16 quarters since.
  • Sigma Planning Corp's Essex Property Trust position peaked at $1.44M in Q2 2026.
  • 330 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.