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United Capital Financial Advisors’s Essex Property Trust ESS Stock Holding History

United Capital Financial 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 		$822K Buy
3,395
+836
+33% +$211K 0.01% 837
2025
Q4 		$670K Buy
2,559
+370
+17% +$95.8K ﹤0.01% 859
2025
Q3 		$586K Buy
2,189
+1,213
+124% +$328K ﹤0.01% 813
2025
Q2 		$277K Buy
976
+18
+2% +$5.06K ﹤0.01% 951
2025
Q1 		$294K Buy
958
+139
+17% +$40.6K ﹤0.01% 893
2024
Q4 		$234K Sell
819
-912
-53% -$269K ﹤0.01% 971
2024
Q3 		$511K Buy
1,731
+111
+7% +$32.2K ﹤0.01% 720
2024
Q2 		$441K Sell
1,620
-41
-2% -$10.5K ﹤0.01% 737
2024
Q1 		$407K Sell
1,661
-430
-21% -$102K ﹤0.01% 789
2023
Q4 		$519K Sell
2,091
-567
-21% -$125K ﹤0.01% 714
2023
Q3 		$564K Sell
2,658
-488
-16% -$114K ﹤0.01% 620
2023
Q2 		$737K Sell
3,146
-221
-7% -$48.3K ﹤0.01% 613
2023
Q1 		$704K Sell
3,367
-188
-5% -$41.5K ﹤0.01% 656
2022
Q4 		$753K Sell
3,555
-599
-14% -$131K ﹤0.01% 686
2022
Q3 		$1.01M Sell
4,154
-28
-0.7% -$7.58K 0.01% 609
2022
Q2 		$1.09M Sell
4,182
-149
-3% -$45.1K 0.01% 622
2022
Q1 		$1.5M Buy
4,331
+164
+4% +$54.8K 0.01% 582
2021
Q4 		$1.47M Buy
4,167
+419
+11% +$143K 0.01% 602
2021
Q3 		$1.2M Buy
3,748
+281
+8% +$90.9K 0.01% 626
2021
Q2 		$1.04M Buy
3,467
+352
+11% +$104K 0.01% 689
2021
Q1 		$847K Buy
3,115
+269
+9% +$69.8K ﹤0.01% 710
2020
Q4 		$676K Sell
2,846
-1,344
-32% -$310K ﹤0.01% 773
2020
Q3 		$841K Sell
4,190
-647
-13% -$141K 0.01% 702
2020
Q2 		$1.11M Sell
4,837
-542
-10% -$130K 0.01% 635
2020
Q1 		$1.19M Sell
5,379
-288
-5% -$82.8K 0.01% 593
2019
Q4 		$1.71M Buy
5,667
+565
+11% +$178K 0.01% 633
2019
Q3 		$1.67M Sell
5,102
-297
-6% -$92.8K 0.01% 621
2019
Q2 		$1.58M Buy
5,399
+478
+10% +$138K 0.01% 683
2019
Q1 		$1.42M Sell
4,921
-7,282
-60% -$1.99M 0.01% 680
2018
Q4 		$2.99M Sell
12,203
-974
-7% -$246K 0.02% 468
2018
Q3 		$3.25M Sell
13,177
-565
-4% -$136K 0.02% 511
2018
Q2 		$3.29M Sell
13,742
-1,409
-9% -$336K 0.02% 493
2018
Q1 		$3.65M Sell
15,151
-8,511
-36% -$1.96M 0.03% 463
2017
Q4 		$5.71M Buy
23,662
+632
+3% +$159K 0.05% 386
2017
Q3 		$5.85M Buy
23,030
+16,309
+243% +$4.26M 0.05% 364
2017
Q2 		$1.73M Buy
6,721
+615
+10% +$155K 0.02% 618
2017
Q1 		$1.41M Sell
6,106
-20,765
-77% -$4.76M 0.01% 650
2016
Q4 		$6.25M Buy
26,871
+558
+2% +$121K 0.06% 334
2016
Q3 		$5.86M Buy
26,313
+1,504
+6% +$342K 0.06% 355
2016
Q2 		$5.66M Buy
24,809
+564
+2% +$126K 0.06% 344
2016
Q1 		$5.67M Buy
24,245
+399
+2% +$87.5K 0.06% 312
2015
Q4 		$5.71M Buy
23,846
+1,408
+6% +$323K 0.07% 304
2015
Q3 		$5.01M Buy
22,438
+4,317
+24% +$952K 0.06% 322
2015
Q2 		$3.85M Buy
18,121
+3,363
+23% +$745K 0.04% 411
2015
Q1 		$3.28M Buy
14,758
+3,214
+28% +$728K 0.04% 443
2014
Q4 		$2.38M Buy
11,544
+415
+4% +$82.2K 0.04% 423
2014
Q3 		$1.99M Buy
+11,129
New +$2.1M 0.03% 440
2014
Q2 		– Sell
-2,448
Closed -$416K – 833
2014
Q1 		$416K Buy
+2,448
New +$395K 0.01% 679

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

United Capital Financial Advisors's ESS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Essex Property Trust (ESS) stake by 33% in Q1 2026, buying an estimated $211K and bringing the position to 3,395 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #837.

United Capital Financial Advisors first reported a position in ESS in Q1 2014 and has held it in 48 quarters since. The position peaked at $6.25M in Q4 2016. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • United Capital Financial Advisors held 3,395 shares of Essex Property Trust worth $822K as of Q1 2026.
  • United Capital Financial Advisors bought 836 Essex Property Trust shares in Q1 2026, an estimated $211K.
  • Essex Property Trust made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #837 holding.
  • United Capital Financial Advisors first reported a position in Essex Property Trust in Q1 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's Essex Property Trust position peaked at $6.25M in Q4 2016.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.