VFA
ESS icon

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
Q3 		$566K Buy
2,101
+24
+1% +$6.83K 0.01% 426
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's ESS Position: Q3 2026 in Review

Valeo Financial Advisors increased its Essex Property Trust (ESS) stake by 1.2% in Q3 2026, buying an estimated $6.83K and bringing the position to 2,101 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #426.

Valeo Financial Advisors first reported a position in ESS in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.15M in Q1 2022. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Valeo Financial Advisors held 2,101 shares of Essex Property Trust worth $566K as of Q3 2026.
  • Valeo Financial Advisors bought 24 Essex Property Trust shares in Q3 2026, an estimated $6.83K.
  • Essex Property Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #426 holding.
  • Valeo Financial Advisors first reported a position in Essex Property Trust in Q2 2019 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Essex Property Trust position peaked at $1.15M in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.