Wealth Enhancement Advisory Services
ESS icon

Wealth Enhancement Advisory Services’s Essex Property Trust ESS Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.18M Buy
15,297
+5,766
+60% +$1.55M 0.01% 1131
2026
Q1 		$2.36M Sell
9,531
-2,676
-22% -$675K ﹤0.01% 1297
2025
Q4 		$3.13M Buy
12,207
+1,395
+13% +$361K ﹤0.01% 1259
2025
Q3 		$2.83M Buy
10,812
+266
+3% +$71.9K ﹤0.01% 1251
2025
Q2 		$3M Buy
10,546
+454
+4% +$128K 0.01% 1146
2025
Q1 		$3.09M Buy
10,092
+1,321
+15% +$386K 0.01% 1030
2024
Q4 		$2.5M Buy
8,771
+1,407
+19% +$416K ﹤0.01% 1062
2024
Q3 		$2.18M Buy
7,364
+306
+4% +$88.8K ﹤0.01% 1009
2024
Q2 		$1.92M Buy
7,058
+343
+5% +$88K ﹤0.01% 1000
2024
Q1 		$1.64M Sell
6,715
-508
-7% -$121K ﹤0.01% 1024
2023
Q4 		$1.79M Buy
7,223
+703
+11% +$155K 0.01% 935
2023
Q3 		$1.38M Buy
+6,520
New +$1.53M ﹤0.01% 985
2020
Q1 		– Sell
-11,474
Closed -$3.45M – 236
2019
Q4 		$3.45M Buy
11,474
+1,150
+11% +$363K 0.12% 73
2019
Q3 		$3.38M Buy
10,324
+5,385
+109% +$1.68M 0.14% 70
2019
Q2 		$1.52M Buy
+4,939
New +$1.42M 0.07% 117

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Essex Property Trust (ESS) stake by 60% in Q2 2026, buying an estimated $1.55M and bringing the position to 15,297 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #1131.

Wealth Enhancement Advisory Services first reported a position in ESS in Q2 2019 and has held it in 15 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,297 shares of Essex Property Trust worth $4.18M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,766 Essex Property Trust shares in Q2 2026, an estimated $1.55M.
  • Essex Property Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1131 holding.
  • Wealth Enhancement Advisory Services first reported a position in Essex Property Trust in Q2 2019 and has held it in 15 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.