Snowden Capital Advisors’s Essex Property Trust ESS Stock Holding History

Snowden Capital Advisors’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	–	Sell	-840	Closed	-$220K	–	1307
2025 Q4	$220K	Sell	840 -5	-0.6%	-$1.29K	0.01%	1176
2025 Q3	$228K	Buy	845 +74	+10%	+$20K	0.01%	1140
2025 Q2	$220K	Buy	771 +81	+12%	+$22.8K	0.01%	1137
2025 Q1	$213K	Buy	+690	New	+$202K	0.01%	1134
2024 Q4	–	Sell	-688	Closed	-$205K	–	1228
2024 Q3	$205K	Buy	+688	New	+$200K	0.01%	1163
2022 Q2	–	Sell	-786	Closed	-$271K	–	1135
2022 Q1	$271K	Buy	786 +776	+7,760%	+$259K	0.01%	867
2021 Q4	$3K	Sell	10 -811	-99%	-$276K	﹤0.01%	1798
2021 Q3	$263K	Buy	821 +35	+4%	+$11.3K	0.01%	737
2021 Q2	$236K	Sell	786 -8	-1%	-$2.36K	0.01%	792
2021 Q1	$216K	Buy	+794	New	+$206K	0.01%	742

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Snowden Capital Advisors's ESS Position: Q1 2026 in Review

Snowden Capital Advisors sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 840 shares — an estimated $220K sold.

Snowden Capital Advisors first reported a position in ESS in Q1 2021 and held it in 10 quarters. The position peaked at $271K in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Snowden Capital Advisors reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
Snowden Capital Advisors sold 840 Essex Property Trust shares in Q1 2026, an estimated $220K.
Snowden Capital Advisors first reported a position in Essex Property Trust in Q1 2021 and held it in 10 quarters.
Snowden Capital Advisors's Essex Property Trust position peaked at $271K in Q1 2022.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.