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TD Private Client Wealth’s Essex Property Trust ESS Stock Holding History

TD Private Client Wealth’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 		$9.2K Hold
38
– – ﹤0.01% 1108
2025
Q4 		$9.94K Buy
38
+2
+6% +$518 ﹤0.01% 1092
2025
Q3 		$9.64K Buy
36
+5
+16% +$1.35K ﹤0.01% 1075
2025
Q2 		$8.79K Sell
31
-11
-26% -$3.09K ﹤0.01% 1063
2025
Q1 		$12.9K Sell
42
-4
-9% -$1.17K ﹤0.01% 987
2024
Q4 		$13.1K Buy
46
+1
+2% +$295 ﹤0.01% 1023
2024
Q3 		$13.3K Buy
45
+3
+7% +$870 ﹤0.01% 1025
2024
Q2 		$11.4K Sell
42
-7
-14% -$1.8K ﹤0.01% 1022
2024
Q1 		$12K Hold
49
– – ﹤0.01% 1016
2023
Q4 		$12.1K Sell
49
-33
-40% -$7.28K ﹤0.01% 1021
2023
Q3 		$17.4K Sell
82
-2
-2% -$469 ﹤0.01% 957
2023
Q2 		$19.7K Sell
84
-38
-31% -$8.31K ﹤0.01% 947
2023
Q1 		$25.5K Buy
122
+6
+5% +$1.32K ﹤0.01% 902
2022
Q4 		$24.6K Sell
116
-51
-31% -$11.1K ﹤0.01% 885
2022
Q3 		$40.5K Buy
167
+11
+7% +$2.98K ﹤0.01% 768
2022
Q2 		$40.8K Sell
156
-82
-34% -$24.8K ﹤0.01% 772
2022
Q1 		$82.2K Buy
238
+83
+54% +$27.7K ﹤0.01% 673
2021
Q4 		$54.6K Buy
155
+2
+1% +$681 ﹤0.01% 730
2021
Q3 		$48.9K Buy
153
+8
+6% +$2.59K ﹤0.01% 743
2021
Q2 		$43.5K Sell
145
-5
-3% -$1.48K ﹤0.01% 762
2021
Q1 		$40.8K Buy
150
+11
+8% +$2.85K ﹤0.01% 740
2020
Q4 		$33K Sell
139
-36
-21% -$8.3K ﹤0.01% 717
2020
Q3 		$35.1K Sell
175
-17
-9% -$3.7K ﹤0.01% 660
2020
Q2 		$44K Buy
192
+40
+26% +$9.59K ﹤0.01% 631
2020
Q1 		$33.5K Sell
152
-2
-1% -$575 ﹤0.01% 632
2019
Q4 		$46.3K Buy
+154
New +$48.6K ﹤0.01% 619

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

TD Private Client Wealth's ESS Position: Q1 2026 in Review

TD Private Client Wealth held its Essex Property Trust (ESS) position steady in Q1 2026 at 38 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

TD Private Client Wealth first reported a position in ESS in Q4 2019 and has held it in 26 quarters since. The position peaked at $82.2K in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • TD Private Client Wealth held 38 shares of Essex Property Trust worth $9.2K as of Q1 2026.
  • TD Private Client Wealth left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1108 holding.
  • TD Private Client Wealth first reported a position in Essex Property Trust in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Essex Property Trust position peaked at $82.2K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.