SWA
ESS icon

SOA Wealth Advisors’s Essex Property Trust ESS Stock Holding History

SOA Wealth 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 		$9.72K Sell
40
-2
-5% -$504 ﹤0.01% 590
2025
Q4 		$11K Hold
42
– – ﹤0.01% 584
2025
Q3 		$11.2K Buy
42
+1
+2% +$270 ﹤0.01% 593
2025
Q2 		$11.7K Sell
41
-6
-13% -$1.69K ﹤0.01% 580
2025
Q1 		$14.4K Hold
47
– – ﹤0.01% 519
2024
Q4 		$13.3K Buy
47
+1
+2% +$295 ﹤0.01% 516
2024
Q3 		$13.7K Hold
46
– – ﹤0.01% 499
2024
Q2 		$12.5K Hold
46
– – ﹤0.01% 508
2024
Q1 		$11.4K Hold
46
– – ﹤0.01% 519
2023
Q4 		$11.4K Hold
46
– – ﹤0.01% 510
2023
Q3 		$9.69K Buy
46
+1
+2% +$234 ﹤0.01% 526
2023
Q2 		$10.6K Hold
45
– – ﹤0.01% 523
2023
Q1 		$9.39K Hold
45
– – ﹤0.01% 532
2022
Q4 		$9.44K Sell
45
-2
-4% -$437 ﹤0.01% 529
2022
Q3 		$11K Hold
47
– – ﹤0.01% 493
2022
Q2 		$12K Sell
47
-193
-80% -$58.4K ﹤0.01% 466
2022
Q1 		$83K Hold
240
– – 0.02% 250
2021
Q4 		$84K Hold
240
– – 0.02% 239
2021
Q3 		$76K Sell
240
-1
-0.4% -$324 0.02% 255
2021
Q2 		$72K Buy
241
+131
+119% +$38.6K 0.02% 267
2021
Q1 		$30K Buy
110
+47
+75% +$12.2K 0.01% 329
2020
Q4 		$17K Buy
+63
New +$14.5K ﹤0.01% 431

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

SOA Wealth Advisors's ESS Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Essex Property Trust (ESS) stake by 4.8% in Q1 2026, selling an estimated $504 and leaving 40 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

SOA Wealth Advisors first reported a position in ESS in Q4 2020 and has held it in 22 quarters since. The position peaked at $84K in Q4 2021. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • SOA Wealth Advisors held 40 shares of Essex Property Trust worth $9.72K as of Q1 2026.
  • SOA Wealth Advisors sold 2 Essex Property Trust shares in Q1 2026, an estimated $504.
  • Essex Property Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #590 holding.
  • SOA Wealth Advisors first reported a position in Essex Property Trust in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Essex Property Trust position peaked at $84K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.