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U.S. Capital Wealth Advisors’s Essex Property Trust ESS Stock Holding History

U.S. Capital 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 		$334K Buy
1,382
+238
+21% +$60K 0.01% 787
2025
Q4 		$299K Buy
1,144
+151
+15% +$39.1K 0.01% 805
2025
Q3 		$266K Buy
993
+164
+20% +$44.3K 0.01% 804
2025
Q2 		$235K Buy
829
+83
+11% +$23.3K 0.01% 789
2025
Q1 		$229K Buy
+746
New +$218K 0.01% 775

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

U.S. Capital Wealth Advisors's ESS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Essex Property Trust (ESS) stake by 21% in Q1 2026, buying an estimated $60K and bringing the position to 1,382 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #787.

U.S. Capital Wealth Advisors first reported a position in ESS in Q1 2025 and has held it in 5 quarters since. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 1,382 shares of Essex Property Trust worth $334K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 238 Essex Property Trust shares in Q1 2026, an estimated $60K.
  • Essex Property Trust made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #787 holding.
  • U.S. Capital Wealth Advisors first reported a position in Essex Property Trust in Q1 2025 and has held it in 5 quarters since.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.