SteelPeak Wealth’s Essex Property Trust ESS Stock Holding History

SteelPeak Wealth’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
2025 Q3	–	Sell	-7,804	Closed	-$2.23M	–	609
2025 Q2	$2.23M	Buy	+7,804	New	+$2.19M	0.09%	180

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SteelPeak Wealth's ESS Position: Q3 2025 in Review

SteelPeak Wealth sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 7,804 shares — an estimated $2.23M sold.

SteelPeak Wealth first reported a position in ESS in Q2 2025 and held it in 1 quarter. The position peaked at $2.23M in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

SteelPeak Wealth reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 7,804 Essex Property Trust shares in Q3 2025, an estimated $2.23M.
SteelPeak Wealth first reported a position in Essex Property Trust in Q2 2025 and held it in 1 quarter.
SteelPeak Wealth's Essex Property Trust position peaked at $2.23M in Q2 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.