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 Q2	–	Sell	-12	Closed	-$2.9K	–	849
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's ESS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 12 shares — an estimated $2.9K sold.

Twin Peaks Wealth Advisors first reported a position in ESS in Q2 2025 and held it in 2 quarters. The position peaked at $2.9K in Q1 2026. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 12 Essex Property Trust shares in Q2 2026, an estimated $2.9K.
Twin Peaks Wealth Advisors first reported a position in Essex Property Trust in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Essex Property Trust position peaked at $2.9K in Q1 2026.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.