Wayfinding Financial’s Essex Property Trust ESS Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-73	Closed	-$22K	–	321
2025 Q1	$22K	Buy	+73	New	+$21.3K	0.01%	529

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wayfinding Financial's ESS Position: Q2 2025 in Review

Wayfinding Financial sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 73 shares — an estimated $22K sold.

Wayfinding Financial first reported a position in ESS in Q1 2025 and held it in 1 quarter. The position peaked at $22K in Q1 2025. 616 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

Wayfinding Financial reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 73 Essex Property Trust shares in Q2 2025, an estimated $22K.
Wayfinding Financial first reported a position in Essex Property Trust in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Essex Property Trust position peaked at $22K in Q1 2025.
616 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.