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Stratos Wealth Partners’s Essex Property Trust ESS Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-1,182
Closed -$362K – 1438
2025
Q1 		$362K Sell
1,182
-105
-8% -$30.7K 0.01% 1009
2024
Q4 		$368K Sell
1,287
-4
-0.3% -$1.18K 0.01% 1056
2024
Q3 		$381K Buy
1,291
+61
+5% +$17.7K 0.01% 1040
2024
Q2 		$335K Buy
1,230
+22
+2% +$5.65K 0.01% 1056
2024
Q1 		$296K Sell
1,208
-22
-2% -$5.24K ﹤0.01% 1106
2023
Q4 		$305K Sell
1,230
-35
-3% -$7.72K 0.01% 1071
2023
Q3 		$268K Buy
1,265
+63
+5% +$14.8K 0.01% 1067
2023
Q2 		$282K Buy
1,202
+19
+2% +$4.15K 0.01% 985
2023
Q1 		$247K Buy
1,183
+6
+0.5% +$1.32K 0.01% 951
2022
Q4 		$249K Sell
1,177
-11
-0.9% -$2.4K 0.01% 963
2022
Q3 		$288K Buy
+1,188
New +$321K 0.01% 883
2018
Q4 		– Sell
-36
Closed -$9K – 1303
2018
Q3 		$9K Buy
+36
New +$8.67K ﹤0.01% 2230
2018
Q2 		– Sell
-36
Closed -$9K – 1443
2018
Q1 		$9K Hold
36
– – ﹤0.01% 2363
2017
Q4 		$9K Buy
+36
New +$9.08K ﹤0.01% 2199

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stratos Wealth Partners's ESS Position: Q2 2025 in Review

Stratos Wealth Partners sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 1,182 shares — an estimated $362K sold.

Stratos Wealth Partners first reported a position in ESS in Q4 2017 and held it in 14 quarters. The position peaked at $381K in Q3 2024. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • Stratos Wealth Partners reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,182 Essex Property Trust shares in Q2 2025, an estimated $362K.
  • Stratos Wealth Partners first reported a position in Essex Property Trust in Q4 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's Essex Property Trust position peaked at $381K in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.