RAFFA WEALTH MANAGEMENT, LLC’s Essex Property Trust ESS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.21K	Buy	11 +3	+38%	+$806	﹤0.01%	710
2026 Q1	$1.94K	Hold	8	–	–	﹤0.01%	759
2025 Q4	$2.09K	Hold	8	–	–	﹤0.01%	731
2025 Q3	$2.14K	Hold	8	–	–	﹤0.01%	691
2025 Q2	$2.27K	Hold	8	–	–	﹤0.01%	657
2025 Q1	$2.45K	Hold	8	–	–	﹤0.01%	584
2024 Q4	$2.28K	Hold	8	–	–	﹤0.01%	632
2024 Q3	$2.36K	Hold	8	–	–	﹤0.01%	598
2024 Q2	$2.18K	Hold	8	–	–	﹤0.01%	698
2024 Q1	$1.96K	Hold	8	–	–	﹤0.01%	715
2023 Q4	$1.98K	Hold	8	–	–	﹤0.01%	622
2023 Q3	$1.7K	Hold	8	–	–	﹤0.01%	639
2023 Q2	$1.87K	Hold	8	–	–	﹤0.01%	624
2023 Q1	$1.67K	Hold	8	–	–	﹤0.01%	656
2022 Q4	$1.7K	Hold	8	–	–	﹤0.01%	642
2022 Q3	$1.94K	Hold	8	–	–	﹤0.01%	615
2022 Q2	$2.09K	Hold	8	–	–	﹤0.01%	597
2022 Q1	$2.76K	Sell	8 -1	-11%	-$334	﹤0.01%	554
2021 Q4	$3.17K	Buy	9 +1	+13%	+$340	﹤0.01%	537
2021 Q3	$2.56K	Hold	8	–	–	﹤0.01%	549
2021 Q2	$2.4K	Hold	8	–	–	﹤0.01%	572
2021 Q1	$2.17K	Buy	8 +3	+60%	+$778	﹤0.01%	612
2020 Q4	$1.19K	Hold	5	–	–	﹤0.01%	699
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	667
2020 Q2	$1.15K	Hold	5	–	–	﹤0.01%	626
2020 Q1	$1.1K	Hold	5	–	–	﹤0.01%	566
2019 Q4	$1.5K	Hold	5	–	–	﹤0.01%	471
2019 Q3	$1.63K	Buy	+5	New	+$1.56K	﹤0.01%	439
2019 Q2	–	Sell	-5	Closed	-$1.45K	–	946
2019 Q1	$1.45K	Hold	5	–	–	﹤0.01%	431
2018 Q4	$1.23K	Hold	5	–	–	﹤0.01%	463
2018 Q3	$1.23K	Hold	5	–	–	﹤0.01%	518
2018 Q2	$1.2K	Hold	5	–	–	﹤0.01%	503
2018 Q1	$1.2K	Buy	+5	New	+$1.15K	﹤0.01%	463

Other funds holding ESS

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ESS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Essex Property Trust (ESS) stake by 38% in Q2 2026, buying an estimated $806 and bringing the position to 11 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ESS in Q1 2018 and has held it in 33 quarters since. 160 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 11 shares of Essex Property Trust worth $3.21K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 Essex Property Trust shares in Q2 2026, an estimated $806.
Essex Property Trust made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #710 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Essex Property Trust in Q1 2018 and has held it in 33 quarters since.
160 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.