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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
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 $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

Turning Point Benefit Group's ESS Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Essex Property Trust (ESS) stake by 3.1% in Q1 2026, selling an estimated $14.4K and leaving 1,762 shares worth $436K. The position accounts for 0.28% of the portfolio, ranked #61.

Turning Point Benefit Group first reported a position in ESS in Q1 2025 and has held it in 5 quarters since. The position peaked at $577K in Q3 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Turning Point Benefit Group held 1,762 shares of Essex Property Trust worth $436K as of Q1 2026.
  • Turning Point Benefit Group sold 57 Essex Property Trust shares in Q1 2026, an estimated $14.4K.
  • Essex Property Trust made up 0.28% of Turning Point Benefit Group's portfolio in Q1 2026, its #61 holding.
  • Turning Point Benefit Group first reported a position in Essex Property Trust in Q1 2025 and has held it in 5 quarters since.
  • Turning Point Benefit Group's Essex Property Trust position peaked at $577K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.