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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
Q1 		$75K Buy
+310
New +$78.2K 0.01% 161

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

Trifecta Capital Advisors's ESS Position: Q1 2026 in Review

Trifecta Capital Advisors opened a new position in Essex Property Trust (ESS) in Q1 2026: 310 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings.

607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Trifecta Capital Advisors held 310 shares of Essex Property Trust worth $75K as of Q1 2026.
  • Essex Property Trust was a new Trifecta Capital Advisors position in Q1 2026.
  • Essex Property Trust made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #161 holding.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.