Planning Strategies Inc.’s Essex Property Trust ESS Stock Holding History

Planning Strategies Inc.’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	$583	Buy	+2	New	+$538	﹤0.01%	834

Other funds holding ESS

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Planning Strategies Inc.'s ESS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Essex Property Trust (ESS) in Q2 2026: 2 shares worth $583. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

179 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Planning Strategies Inc. held 2 shares of Essex Property Trust worth $583 as of Q2 2026.
Essex Property Trust was a new Planning Strategies Inc. position in Q2 2026.
Essex Property Trust made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #834 holding.
179 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.