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Wedmont Private Capital’s Essex Property Trust ESS Stock Holding History

Wedmont Private Capital’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 		$363K Buy
1,350
+371
+38% +$106K 0.01% 697
2026
Q2 		$287K Buy
+979
New +$263K 0.01% 752

Other funds holding ESS

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's ESS Position: Q3 2026 in Review

Wedmont Private Capital increased its Essex Property Trust (ESS) stake by 38% in Q3 2026, buying an estimated $106K and bringing the position to 1,350 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #697.

Wedmont Private Capital first reported a position in ESS in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Wedmont Private Capital held 1,350 shares of Essex Property Trust worth $363K as of Q3 2026.
  • Wedmont Private Capital bought 371 Essex Property Trust shares in Q3 2026, an estimated $106K.
  • Essex Property Trust made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #697 holding.
  • Wedmont Private Capital first reported a position in Essex Property Trust in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.