Waverly Advisors’s Essex Property Trust ESS Stock Holding History

Waverly 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	$343K	Buy	1,175 +262	+29%	+$70.4K	﹤0.01%	1343
2026 Q1	$221K	Buy	913 +10	+1%	+$2.52K	﹤0.01%	1448
2025 Q4	$236K	Buy	903 +98	+12%	+$25.4K	﹤0.01%	1326
2025 Q3	$216K	Buy	+805	New	+$218K	﹤0.01%	1187
2018 Q4	–	Sell	-863	Closed	-$213K	–	148
2018 Q3	$213K	Hold	863	–	–	0.03%	173
2018 Q2	$206K	Hold	863	–	–	0.03%	175
2018 Q1	$208K	Sell	863 -4	-0.5%	-$922	0.03%	166
2017 Q4	$209K	Hold	867	–	–	0.03%	225
2017 Q3	$220K	Hold	867	–	–	0.05%	214
2017 Q2	$223K	Sell	867 -1	-0.1%	-$251	0.06%	199
2017 Q1	$201K	Buy	+868	New	+$199K	0.05%	205

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's ESS Position: Q2 2026 in Review

Waverly Advisors increased its Essex Property Trust (ESS) stake by 29% in Q2 2026, buying an estimated $70.4K and bringing the position to 1,175 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Waverly Advisors first reported a position in ESS in Q1 2017 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Waverly Advisors held 1,175 shares of Essex Property Trust worth $343K as of Q2 2026.
Waverly Advisors bought 262 Essex Property Trust shares in Q2 2026, an estimated $70.4K.
Essex Property Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1343 holding.
Waverly Advisors first reported a position in Essex Property Trust in Q1 2017 and has held it in 11 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.