Sowell Financial Services’s Essex Property Trust ESS Stock Holding History

Sowell Financial Services’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	$221K	Buy	+756	New	+$203K	0.01%	1022
2026 Q1	–	Sell	-802	Closed	-$210K	–	1139
2025 Q4	$210K	Buy	+802	New	+$208K	0.01%	1014
2025 Q3	–	Sell	-775	Closed	-$220K	–	1092
2025 Q2	$220K	Buy	775 +3	+0.4%	+$843	0.01%	921
2025 Q1	$237K	Buy	+772	New	+$226K	0.01%	864
2021 Q2	–	Sell	-388	Closed	-$111K	–	1175
2021 Q1	$111K	Buy	388 +12	+3%	+$3.11K	﹤0.01%	1327
2020 Q4	$89K	Buy	376 +14	+4%	+$3.23K	﹤0.01%	1198
2020 Q3	$73K	Buy	362 +344	+1,911%	+$74.9K	﹤0.01%	1088
2020 Q2	$4K	Sell	18 -100	-85%	-$24K	﹤0.01%	1954
2020 Q1	$26K	Hold	118	–	–	﹤0.01%	1293
2019 Q4	$36K	Hold	118	–	–	﹤0.01%	1255
2019 Q3	$39K	Buy	+118	New	+$36.9K	﹤0.01%	1074

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

Sowell Financial Services's ESS Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Essex Property Trust (ESS) in Q2 2026: 756 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ESS as recently as Q4 2025.

Sowell Financial Services first reported a position in ESS in Q3 2019 and has held it in 11 quarters since. The position peaked at $237K in Q1 2025. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Sowell Financial Services held 756 shares of Essex Property Trust worth $221K as of Q2 2026.
Essex Property Trust was a new Sowell Financial Services position in Q2 2026.
Essex Property Trust made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1022 holding.
Sowell Financial Services first reported a position in Essex Property Trust in Q3 2019 and has held it in 11 quarters since.
Sowell Financial Services's Essex Property Trust position peaked at $237K in Q1 2025.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.