Trifecta Capital Advisors’s Essex Property Trust ESS Stock Holding History

Trifecta Capital Advisors’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 Q2	$90.4K	Hold	310	–	–	0.01%	155
2026 Q1	$75K	Buy	+310	New	+$78.2K	0.01%	161

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trifecta Capital Advisors's ESS Position: Q2 2026 in Review

Trifecta Capital Advisors held its Essex Property Trust (ESS) position steady in Q2 2026 at 310 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #155.

Trifecta Capital Advisors first reported a position in ESS in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Trifecta Capital Advisors held 310 shares of Essex Property Trust worth $90.4K as of Q2 2026.
Trifecta Capital Advisors left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #155 holding.
Trifecta Capital Advisors first reported a position in Essex Property Trust in Q1 2026 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.