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Spectrum Wealth Advisory Group’s Essex Property Trust ESS Stock Holding History

Spectrum Wealth Advisory 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 		$37.6K Buy
+129
New +$34.7K 0.01% 169

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spectrum Wealth Advisory Group's ESS Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Essex Property Trust (ESS) in Q2 2026: 129 shares worth $37.6K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Spectrum Wealth Advisory Group held 129 shares of Essex Property Trust worth $37.6K as of Q2 2026.
  • Essex Property Trust was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Essex Property Trust made up 0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #169 holding.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.