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 Q2	$233K	Sell	800 -365	-31%	-$98.1K	0.15%	109
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sound Financial Strategies Group's ESS Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its Essex Property Trust (ESS) stake by 31% in Q2 2026, selling an estimated $98.1K and leaving 800 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #109.

Sound Financial Strategies Group first reported a position in ESS in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2022. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Sound Financial Strategies Group held 800 shares of Essex Property Trust worth $233K as of Q2 2026.
Sound Financial Strategies Group sold 365 Essex Property Trust shares in Q2 2026, an estimated $98.1K.
Essex Property Trust made up 0.15% of Sound Financial Strategies Group's portfolio in Q2 2026, its #109 holding.
Sound Financial Strategies Group first reported a position in Essex Property Trust in Q1 2022 and has held it in 10 quarters since.
Sound Financial Strategies Group's Essex Property Trust position peaked at $1.6M in Q1 2022.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.