True Wealth Design’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$73.2K Buy
251
+106
+73% +$28.5K 0.02% 356
2026
Q1
$35.1K Sell
145
-31
-18% -$7.82K 0.01% 510
2025
Q4
$46.1K Buy
176
+96
+120% +$24.8K 0.01% 355
2025
Q3
$21.4K Buy
80
+33
+70% +$8.92K 0.01% 581
2025
Q2
$13.3K Buy
47
+20
+74% +$5.62K ﹤0.01% 482
2025
Q1
$8.28K Buy
+27
New +$7.89K ﹤0.01% 533

Other funds holding ESS

True Wealth Design's ESS Position: Q2 2026 in Review

True Wealth Design increased its Essex Property Trust (ESS) stake by 73% in Q2 2026, buying an estimated $28.5K and bringing the position to 251 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #356.

True Wealth Design first reported a position in ESS in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • True Wealth Design held 251 shares of Essex Property Trust worth $73.2K as of Q2 2026.
  • True Wealth Design bought 106 Essex Property Trust shares in Q2 2026, an estimated $28.5K.
  • Essex Property Trust made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #356 holding.
  • True Wealth Design first reported a position in Essex Property Trust in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.