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 Q2	$11.8K	Buy	41 +1	+3%	+$269	﹤0.01%	592
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's ESS Position: Q2 2026 in Review

SOA Wealth Advisors increased its Essex Property Trust (ESS) stake by 2.5% in Q2 2026, buying an estimated $269 and bringing the position to 41 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

SOA Wealth Advisors first reported a position in ESS in Q4 2020 and has held it in 23 quarters since. The position peaked at $84K in Q4 2021. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

SOA Wealth Advisors held 41 shares of Essex Property Trust worth $11.8K as of Q2 2026.
SOA Wealth Advisors bought 1 Essex Property Trust share in Q2 2026, an estimated $269.
Essex Property Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #592 holding.
SOA Wealth Advisors first reported a position in Essex Property Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Essex Property Trust position peaked at $84K in Q4 2021.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.