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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
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

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 $3.37T AUM 44.26% 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

Sigma Planning Corp's ESS Position: Q2 2026 in Review

Sigma Planning Corp increased its Essex Property Trust (ESS) stake by 1.5% in Q2 2026, buying an estimated $19.6K and bringing the position to 4,949 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #468.

Sigma Planning Corp first reported a position in ESS in Q4 2022 and has held it in 15 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Sigma Planning Corp held 4,949 shares of Essex Property Trust worth $1.44M as of Q2 2026.
  • Sigma Planning Corp bought 73 Essex Property Trust shares in Q2 2026, an estimated $19.6K.
  • Essex Property Trust made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #468 holding.
  • Sigma Planning Corp first reported a position in Essex Property Trust in Q4 2022 and has held it in 15 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.