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Valeo Financial Advisors’s Essex Property Trust ESS Stock Holding History

Valeo 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
Q2 		$606K Buy
2,077
+86
+4% +$23.1K 0.01% 403
2026
Q1 		$482K Sell
1,991
-43
-2% -$10.8K 0.01% 425
2025
Q4 		$532K Buy
2,034
+72
+4% +$18.6K 0.01% 449
2025
Q3 		$525K Sell
1,962
-350
-15% -$94.6K 0.01% 450
2025
Q2 		$655K Buy
2,312
+347
+18% +$97.5K 0.02% 389
2025
Q1 		$602K Sell
1,965
-3
-0.2% -$877 0.02% 365
2024
Q4 		$562K Buy
1,968
+18
+0.9% +$5.32K 0.02% 384
2024
Q3 		$576K Sell
1,950
-4
-0.2% -$1.16K 0.02% 381
2024
Q2 		$532K Sell
1,954
-5
-0.3% -$1.28K 0.02% 375
2024
Q1 		$485K Sell
1,959
-5
-0.3% -$1.19K 0.02% 386
2023
Q4 		$487K Sell
1,964
-1,000
-34% -$221K 0.02% 376
2023
Q3 		$629K Buy
2,964
+17
+0.6% +$3.99K 0.03% 282
2023
Q2 		$690K Hold
2,947
– – 0.03% 255
2023
Q1 		$616K Sell
2,947
-1,336
-31% -$295K 0.03% 290
2022
Q4 		$908K Buy
4,283
+1,172
+38% +$256K 0.05% 201
2022
Q3 		$754K Sell
3,111
-55
-2% -$14.9K 0.05% 204
2022
Q2 		$828K Sell
3,166
-155
-5% -$46.9K 0.05% 186
2022
Q1 		$1.15M Buy
3,321
+153
+5% +$51.1K 0.06% 186
2021
Q4 		$1.12M Buy
3,168
+8
+0.3% +$2.72K 0.06% 172
2021
Q3 		$1.01M Buy
+3,160
New +$1.02M 0.06% 185
2021
Q2 		– Sell
-57
Closed -$15K – 907
2021
Q1 		$15K Buy
57
+2
+4% +$519 ﹤0.01% 1249
2020
Q4 		$13K Hold
55
– – ﹤0.01% 1128
2020
Q3 		$11K Sell
55
-12
-18% -$2.61K ﹤0.01% 1059
2020
Q2 		$15K Sell
67
-144
-68% -$34.5K ﹤0.01% 1151
2020
Q1 		$52K Buy
211
+111
+111% +$31.9K 0.01% 596
2019
Q4 		$30K Buy
+100
New +$31.6K ﹤0.01% 812
2019
Q3 		– Sell
-224
Closed -$65K – 1586
2019
Q2 		$65K Buy
+224
New +$64.6K 0.01% 530

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's ESS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Essex Property Trust (ESS) stake by 4.3% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,077 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #403.

Valeo Financial Advisors first reported a position in ESS in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q1 2022. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Valeo Financial Advisors held 2,077 shares of Essex Property Trust worth $606K as of Q2 2026.
  • Valeo Financial Advisors bought 86 Essex Property Trust shares in Q2 2026, an estimated $23.1K.
  • Essex Property Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #403 holding.
  • Valeo Financial Advisors first reported a position in Essex Property Trust in Q2 2019 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Essex Property Trust position peaked at $1.15M in Q1 2022.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.