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Summit Wealth Group (Colorado)’s Essex Property Trust ESS Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,857
Closed -$394K – 375
2025
Q3 		$394K Buy
+1,857
New +$502K 0.04% 302

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 $3.38T AUM 44.17% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ESS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 1,857 shares — an estimated $394K sold.

Summit Wealth Group (Colorado) first reported a position in ESS in Q3 2025 and held it in 1 quarter. The position peaked at $394K in Q3 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,857 Essex Property Trust shares in Q4 2025, an estimated $394K.
  • Summit Wealth Group (Colorado) first reported a position in Essex Property Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Essex Property Trust position peaked at $394K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.