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

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

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

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 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. 81 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.
81 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.