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Spire Wealth Management’s Essex Property Trust ESS Stock Holding History

Spire Wealth Management’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 		$1.17K Sell
4
-1,267
-100% -$341K ﹤0.01% 2110
2026
Q1 		$308K Buy
1,271
+1,268
+42,267% +$320K 0.01% 670
2025
Q4 		$785 Hold
3
– – ﹤0.01% 2225
2025
Q3 		$803 Sell
3
-240
-99% -$64.9K ﹤0.01% 2308
2025
Q2 		$68.9K Buy
243
+241
+12,050% +$67.7K ﹤0.01% 1101
2025
Q1 		$613 Hold
2
– – ﹤0.01% 2448
2024
Q4 		$571 Hold
2
– – ﹤0.01% 2427
2024
Q3 		$591 Hold
2
– – ﹤0.01% 2137
2024
Q2 		$544 Sell
2
-2
-50% -$513 ﹤0.01% 2189
2024
Q1 		$979 Hold
4
– – ﹤0.01% 2205
2023
Q4 		$963 Buy
+4
New +$882 ﹤0.01% 2273
2022
Q3 		– Sell
-14
Closed -$4K – 2296
2022
Q2 		$4K Sell
14
-70
-83% -$21.2K ﹤0.01% 2184
2022
Q1 		$29K Sell
84
-291
-78% -$97.2K ﹤0.01% 1651
2021
Q4 		$132K Buy
375
+341
+1,003% +$116K ﹤0.01% 1288
2021
Q3 		$11K Hold
34
– – ﹤0.01% 2062
2021
Q2 		$10K Sell
34
-341
-91% -$101K ﹤0.01% 2107
2021
Q1 		$106K Buy
+375
New +$97.2K ﹤0.01% 1378

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

Spire Wealth Management's ESS Position: Q2 2026 in Review

Spire Wealth Management reduced its Essex Property Trust (ESS) stake by 100% in Q2 2026, selling an estimated $341K and leaving 4 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Spire Wealth Management first reported a position in ESS in Q1 2021 and has held it in 17 quarters since. The position peaked at $308K in Q1 2026. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Spire Wealth Management held 4 shares of Essex Property Trust worth $1.17K as of Q2 2026.
  • Spire Wealth Management sold 1,267 Essex Property Trust shares in Q2 2026, an estimated $341K.
  • Essex Property Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2110 holding.
  • Spire Wealth Management first reported a position in Essex Property Trust in Q1 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's Essex Property Trust position peaked at $308K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.