Steward Partners Investment Advisory’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $576K | Buy |
1,977
+545
| +38% | +$146K | ﹤0.01% | 1616 |
|
|
2026
Q1 | $346K | Sell |
1,432
-1,277
| -47% | -$322K | ﹤0.01% | 1724 |
|
|
2025
Q4 | $709K | Buy |
2,709
+379
| +16% | +$98.1K | ﹤0.01% | 1241 |
|
|
2025
Q3 | $624K | Buy |
2,330
+1,235
| +113% | +$334K | ﹤0.01% | 1269 |
|
|
2025
Q2 | $310K | Buy |
1,095
+1,024
| +1,442% | +$288K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $21.8K | Buy |
71
+15
| +27% | +$4.38K | ﹤0.01% | 2771 |
|
|
2024
Q4 | $16K | Buy |
56
+5
| +10% | +$1.48K | ﹤0.01% | 2900 |
|
|
2024
Q3 | $15.1K | Buy |
51
+14
| +38% | +$4.06K | ﹤0.01% | 2775 |
|
|
2024
Q2 | $10.1K | Sell |
37
-44
| -54% | -$11.3K | ﹤0.01% | 2819 |
|
|
2024
Q1 | $19.8K | Sell |
81
-19
| -19% | -$4.52K | ﹤0.01% | 2534 |
|
|
2023
Q4 | $24.8K | Hold |
100
| – | – | ﹤0.01% | 2306 |
|
|
2023
Q3 | $21.2K | Hold |
100
| – | – | ﹤0.01% | 2278 |
|
|
2023
Q2 | $23.4K | Sell |
100
-51
| -34% | -$11.1K | ﹤0.01% | 2211 |
|
|
2023
Q1 | $31.6K | Buy |
151
+31
| +26% | +$6.84K | ﹤0.01% | 2057 |
|
|
2022
Q4 | $25.4K | Buy |
120
+60
| +100% | +$13.1K | ﹤0.01% | 2124 |
|
|
2022
Q3 | $15K | Buy |
60
+16
| +36% | +$4.33K | ﹤0.01% | 2341 |
|
|
2022
Q2 | $12K | Buy |
44
+15
| +52% | +$4.54K | ﹤0.01% | 2443 |
|
|
2022
Q1 | $10K | Hold |
29
| – | – | ﹤0.01% | 2654 |
|
|
2021
Q4 | $10K | Hold |
29
| – | – | ﹤0.01% | 2586 |
|
|
2021
Q3 | $9K | Sell |
29
-14
| -33% | -$4.53K | ﹤0.01% | 2625 |
|
|
2021
Q2 | $13K | Sell |
43
-16
| -27% | -$4.72K | ﹤0.01% | 5644 |
|
|
2021
Q1 | $16K | Buy |
59
+30
| +103% | +$7.78K | ﹤0.01% | 2570 |
|
|
2020
Q4 | $7K | Sell |
29
-25
| -46% | -$5.77K | ﹤0.01% | 2409 |
|
|
2020
Q3 | $11K | Buy |
54
+25
| +86% | +$5.45K | ﹤0.01% | 2094 |
|
|
2020
Q2 | $7K | Hold |
29
| – | – | ﹤0.01% | 2157 |
|
|
2020
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 2019 |
|
|
2019
Q4 | $8K | Hold |
29
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q2 | $8K | Buy |
+29
| New | +$8.36K | ﹤0.01% | 2063 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$7K | – | 1170 |
|
|
2018
Q3 | $7K | Hold |
29
| – | – | ﹤0.01% | 2008 |
|
|
2018
Q2 | $7K | Sell |
29
-148
| -84% | -$35.3K | ﹤0.01% | 1864 |
|
|
2018
Q1 | $42K | Buy |
+177
| New | +$40.8K | ﹤0.01% | 1058 |
|
Other funds holding ESS
Steward Partners Investment Advisory's ESS Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Essex Property Trust (ESS) stake by 38% in Q2 2026, buying an estimated $146K and bringing the position to 1,977 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.
Steward Partners Investment Advisory first reported a position in ESS in Q1 2018 and has held it in 32 quarters since. The position peaked at $709K in Q4 2025. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Steward Partners Investment Advisory held 1,977 shares of Essex Property Trust worth $576K as of Q2 2026.
- Steward Partners Investment Advisory bought 545 Essex Property Trust shares in Q2 2026, an estimated $146K.
- Essex Property Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1616 holding.
- Steward Partners Investment Advisory first reported a position in Essex Property Trust in Q1 2018 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's Essex Property Trust position peaked at $709K in Q4 2025.
- 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.