Sound Financial Strategies Group’s Essex Property Trust ESS Stock Holding History

Sound Financial Strategies Group’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	$282K	Sell	1,165 -1,120	-49%	-$283K	0.19%	80
2025 Q4	$598K	Sell	2,285 -226	-9%	-$58.5K	0.42%	74
2025 Q3	$672K	Sell	2,511 -67	-3%	-$18.1K	0.49%	71
2025 Q2	$731K	Buy	2,578 +92	+4%	+$25.8K	0.62%	61
2025 Q1	$762K	Sell	2,486 -583	-19%	-$170K	0.68%	39
2024 Q4	$876K	Buy	3,069 +379	+14%	+$112K	0.73%	26
2024 Q3	$795K	Sell	2,690 -220	-8%	-$63.8K	0.64%	40
2024 Q2	$792K	Buy	+2,910	New	+$747K	0.69%	15
2022 Q2	–	Sell	-4,637	Closed	-$1.6M	–	56
2022 Q1	$1.6M	Buy	+4,637	New	+$1.55M	0.88%	35

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

Sound Financial Strategies Group's ESS Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Essex Property Trust (ESS) stake by 49% in Q1 2026, selling an estimated $283K and leaving 1,165 shares worth $282K. The position accounts for 0.19% of the portfolio, ranked #80.

Sound Financial Strategies Group first reported a position in ESS in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Sound Financial Strategies Group held 1,165 shares of Essex Property Trust worth $282K as of Q1 2026.
Sound Financial Strategies Group sold 1,120 Essex Property Trust shares in Q1 2026, an estimated $283K.
Essex Property Trust made up 0.19% of Sound Financial Strategies Group's portfolio in Q1 2026, its #80 holding.
Sound Financial Strategies Group first reported a position in Essex Property Trust in Q1 2022 and has held it in 9 quarters since.
Sound Financial Strategies Group's Essex Property Trust position peaked at $1.6M in Q1 2022.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.