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Steward Partners Investment Advisory’s Essex Property Trust ESS Stock Holding History

Steward Partners Investment Advisory’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's ESS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Essex Property Trust (ESS) stake by 47% in Q1 2026, selling an estimated $322K and leaving 1,432 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Steward Partners Investment Advisory first reported a position in ESS in Q1 2018 and has held it in 31 quarters since. The position peaked at $709K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Steward Partners Investment Advisory held 1,432 shares of Essex Property Trust worth $346K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,277 Essex Property Trust shares in Q1 2026, an estimated $322K.
  • Essex Property Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1724 holding.
  • Steward Partners Investment Advisory first reported a position in Essex Property Trust in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Essex Property Trust position peaked at $709K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.