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
Q3 		$5.52M Buy
23,017
+7,720
+50% +$2.2M 0.01% 1031
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Essex Property Trust (ESS) stake by 50% in Q3 2026, buying an estimated $2.2M and bringing the position to 23,017 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #1031.

Wealth Enhancement Advisory Services first reported a position in ESS in Q2 2019 and has held it in 16 quarters since. 336 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,017 shares of Essex Property Trust worth $5.52M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,720 Essex Property Trust shares in Q3 2026, an estimated $2.2M.
  • Essex Property Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1031 holding.
  • Wealth Enhancement Advisory Services first reported a position in Essex Property Trust in Q2 2019 and has held it in 16 quarters since.
  • 336 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.