Stephens Consulting’s Essex Property Trust ESS Stock Holding History

Stephens Consulting’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	-2	Closed	-$567	–	647
2025 Q2	$567	Buy	+2	New	+$562	﹤0.01%	872
2024 Q4	–	Sell	-12	Closed	-$3.55K	–	523
2024 Q3	$3.55K	Hold	12	–	–	﹤0.01%	428
2024 Q2	$3.27K	Hold	12	–	–	﹤0.01%	456
2024 Q1	$2.94K	Hold	12	–	–	﹤0.01%	407
2023 Q4	$2.98K	Buy	+12	New	+$2.65K	﹤0.01%	413
2023 Q3	–	Sell	-42	Closed	-$9.84K	–	505
2023 Q2	$9.84K	Hold	42	–	–	﹤0.01%	312
2023 Q1	$8.78K	Hold	42	–	–	0.01%	336
2022 Q4	$8.9K	Hold	42	–	–	0.01%	314
2022 Q3	$10.2K	Hold	42	–	–	0.01%	330
2022 Q2	$11K	Hold	42	–	–	0.01%	308
2022 Q1	$14.5K	Sell	42 -11	-21%	-$3.67K	0.01%	304
2021 Q4	$18.7K	Buy	+53	New	+$18K	0.02%	306

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Consulting's ESS Position: Q3 2025 in Review

Stephens Consulting sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 2 shares — an estimated $567 sold.

Stephens Consulting first reported a position in ESS in Q4 2021 and held it in 12 quarters. The position peaked at $18.7K in Q4 2021. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

Stephens Consulting reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 2 Essex Property Trust shares in Q3 2025, an estimated $567.
Stephens Consulting first reported a position in Essex Property Trust in Q4 2021 and held it in 12 quarters.
Stephens Consulting's Essex Property Trust position peaked at $18.7K in Q4 2021.
608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.