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Turning Point Benefit Group’s Essex Property Trust ESS Stock Holding History

Turning Point Benefit Group’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 		$589K Buy
2,019
+257
+15% +$69.1K 0.25% 65
2026
Q1 		$436K Sell
1,762
-57
-3% -$14.4K 0.28% 61
2025
Q4 		$476K Sell
1,819
-344
-16% -$89K 0.25% 60
2025
Q3 		$577K Buy
2,163
+302
+16% +$81.6K 0.35% 52
2025
Q2 		$527K Buy
1,861
+42
+2% +$11.8K 0.4% 47
2025
Q1 		$477K Buy
+1,819
New +$531K 0.45% 34

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's ESS Position: Q2 2026 in Review

Turning Point Benefit Group increased its Essex Property Trust (ESS) stake by 15% in Q2 2026, buying an estimated $69.1K and bringing the position to 2,019 shares worth $589K. The position accounts for 0.25% of the portfolio, ranked #65.

Turning Point Benefit Group first reported a position in ESS in Q1 2025 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Turning Point Benefit Group held 2,019 shares of Essex Property Trust worth $589K as of Q2 2026.
  • Turning Point Benefit Group bought 257 Essex Property Trust shares in Q2 2026, an estimated $69.1K.
  • Essex Property Trust made up 0.25% of Turning Point Benefit Group's portfolio in Q2 2026, its #65 holding.
  • Turning Point Benefit Group first reported a position in Essex Property Trust in Q1 2025 and has held it in 6 quarters since.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.