Wealthspire Advisors (New York)’s Essex Property Trust ESS Stock Holding History

Wealthspire Advisors (New York)’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	$230K	Sell	949 -374	-28%	-$94.3K	﹤0.01%	810
2025 Q4	$346K	Sell	1,323 -373	-22%	-$96.5K	﹤0.01%	746
2025 Q3	$454K	Buy	1,696 +773	+84%	+$209K	﹤0.01%	562
2025 Q2	$261K	Buy	923 +257	+39%	+$72.2K	﹤0.01%	705
2025 Q1	$204K	Buy	+666	New	+$195K	﹤0.01%	741
2024 Q4	–	Sell	-862	Closed	-$255K	–	808
2024 Q3	$255K	Buy	+862	New	+$250K	﹤0.01%	659
2019 Q1	–	Sell	-35	Closed	-$9K	–	285
2018 Q4	$9K	Buy	+35	New	+$8.82K	﹤0.01%	523

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Wealthspire Advisors (New York)'s ESS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Essex Property Trust (ESS) stake by 28% in Q1 2026, selling an estimated $94.3K and leaving 949 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Wealthspire Advisors (New York) first reported a position in ESS in Q4 2018 and has held it in 7 quarters since. The position peaked at $454K in Q3 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Wealthspire Advisors (New York) held 949 shares of Essex Property Trust worth $230K as of Q1 2026.
Wealthspire Advisors (New York) sold 374 Essex Property Trust shares in Q1 2026, an estimated $94.3K.
Essex Property Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #810 holding.
Wealthspire Advisors (New York) first reported a position in Essex Property Trust in Q4 2018 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Essex Property Trust position peaked at $454K in Q3 2025.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.