TRUE Private Wealth Advisors’s Essex Property Trust ESS Stock Holding History

TRUE Private Wealth 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
2025 Q2	–	Sell	-809	Closed	-$248K	–	249
2025 Q1	$248K	Hold	809	–	–	0.03%	207
2024 Q4	$231K	Sell	809 -5	-0.6%	-$1.48K	0.03%	208
2024 Q3	$240K	Sell	814 -9	-1%	-$2.61K	0.03%	192
2024 Q2	$224K	Hold	823	–	–	0.03%	252
2024 Q1	$201K	Sell	823 -1	-0.1%	-$238	0.02%	272
2023 Q4	$204K	Buy	+824	New	+$182K	0.03%	278
2022 Q3	–	Sell	-818	Closed	-$213K	–	228
2022 Q2	$213K	Hold	818	–	–	0.03%	210
2022 Q1	$264K	Hold	818	–	–	0.04%	199
2021 Q4	$288K	Buy	818 +6	+0.7%	+$2.04K	0.04%	209
2021 Q3	$261K	Hold	812	–	–	0.04%	201
2021 Q2	$245K	Sell	812 -9	-1%	-$2.65K	0.04%	202
2021 Q1	$225K	Buy	+821	New	+$213K	0.04%	209
2018 Q4	–	Sell	-16	Closed	-$3.98K	–	451
2018 Q3	$3.98K	Buy	+16	New	+$3.85K	﹤0.01%	926

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRUE Private Wealth Advisors's ESS Position: Q2 2025 in Review

TRUE Private Wealth Advisors sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 809 shares — an estimated $248K sold.

TRUE Private Wealth Advisors first reported a position in ESS in Q3 2018 and held it in 13 quarters. The position peaked at $288K in Q4 2021. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

TRUE Private Wealth Advisors reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 809 Essex Property Trust shares in Q2 2025, an estimated $248K.
TRUE Private Wealth Advisors first reported a position in Essex Property Trust in Q3 2018 and held it in 13 quarters.
TRUE Private Wealth Advisors's Essex Property Trust position peaked at $288K in Q4 2021.
617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.