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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's ESS Position: Q1 2026 in Review

Waverly Advisors increased its Essex Property Trust (ESS) stake by 1.1% in Q1 2026, buying an estimated $2.52K and bringing the position to 913 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Waverly Advisors first reported a position in ESS in Q1 2017 and has held it in 10 quarters since. The position peaked at $236K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Waverly Advisors held 913 shares of Essex Property Trust worth $221K as of Q1 2026.
Waverly Advisors bought 10 Essex Property Trust shares in Q1 2026, an estimated $2.52K.
Essex Property Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1448 holding.
Waverly Advisors first reported a position in Essex Property Trust in Q1 2017 and has held it in 10 quarters since.
Waverly Advisors's Essex Property Trust position peaked at $236K in Q4 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

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