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Twin Peaks Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Twin Peaks 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
2026
Q1 		$2.9K Buy
+12
New +$3.03K ﹤0.01% 1588
2025
Q3 		– Sell
-9
Closed -$2.29K – 772
2025
Q2 		$2.29K Buy
+9
New +$2.53K ﹤0.01% 1587

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

Twin Peaks Wealth Advisors's ESS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Essex Property Trust (ESS) in Q1 2026: 12 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ESS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ESS in Q2 2025 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 12 shares of Essex Property Trust worth $2.9K as of Q1 2026.
  • Essex Property Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1588 holding.
  • Twin Peaks Wealth Advisors first reported a position in Essex Property Trust in Q2 2025 and has held it in 2 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.