TFC Financial Management’s Essex Property Trust ESS Stock Holding History

TFC Financial Management’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	$1.45K	Hold	6	–	–	﹤0.01%	574
2025 Q4	$1.57K	Hold	6	–	–	﹤0.01%	554
2025 Q3	$1.61K	Hold	6	–	–	﹤0.01%	572
2025 Q2	$1.7K	Hold	6	–	–	﹤0.01%	523
2025 Q1	$1.84K	Hold	6	–	–	﹤0.01%	497
2024 Q4	$1.71K	Hold	6	–	–	﹤0.01%	519
2024 Q3	$1.77K	Hold	6	–	–	﹤0.01%	516
2024 Q2	$1.63K	Hold	6	–	–	﹤0.01%	508
2024 Q1	$1.47K	Buy	6 +1	+20%	+$238	﹤0.01%	499
2023 Q4	$1.24K	Hold	5	–	–	﹤0.01%	495
2023 Q3	$1.06K	Hold	5	–	–	﹤0.01%	525
2023 Q2	$1.17K	Sell	5 -27	-84%	-$5.9K	﹤0.01%	498
2023 Q1	$6.69K	Hold	32	–	–	﹤0.01%	388
2022 Q4	$6.78K	Hold	32	–	–	﹤0.01%	316
2022 Q3	$8K	Hold	32	–	–	﹤0.01%	332
2022 Q2	$8K	Hold	32	–	–	﹤0.01%	318
2022 Q1	$11K	Hold	32	–	–	﹤0.01%	308
2021 Q4	$11K	Buy	32 +29	+967%	+$9.87K	﹤0.01%	330
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	511
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	510
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	499
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	486
2020 Q3	$1K	Buy	+3	New	+$653	﹤0.01%	454

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFC Financial Management's ESS Position: Q1 2026 in Review

TFC Financial Management held its Essex Property Trust (ESS) position steady in Q1 2026 at 6 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

TFC Financial Management first reported a position in ESS in Q3 2020 and has held it in 23 quarters since. The position peaked at $11K in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

TFC Financial Management held 6 shares of Essex Property Trust worth $1.45K as of Q1 2026.
TFC Financial Management left its Essex Property Trust share count unchanged in Q1 2026.
Essex Property Trust made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #574 holding.
TFC Financial Management first reported a position in Essex Property Trust in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Essex Property Trust position peaked at $11K in Q1 2022.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.