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James T. Borello RIA’s Essex Property Trust ESS Stock Holding History

James T. Borello RIA’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 		$1.35K Hold
5
– – ﹤0.01% 970
2026
Q2 		$1.46K Buy
5
+1
+25% +$269 ﹤0.01% 987
2026
Q1 		$968 Buy
4
+2
+100% +$504 ﹤0.01% 1013
2025
Q4 		$523 Sell
2
-7
-78% -$1.81K ﹤0.01% 937
2025
Q3 		$2.41K Buy
+9
New +$2.43K ﹤0.01% 697

Other funds holding ESS

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
LCM
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

James T. Borello RIA's ESS Position: Q3 2026 in Review

James T. Borello RIA held its Essex Property Trust (ESS) position steady in Q3 2026 at 5 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

James T. Borello RIA first reported a position in ESS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.41K in Q3 2025. 59 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • James T. Borello RIA held 5 shares of Essex Property Trust worth $1.35K as of Q3 2026.
  • James T. Borello RIA left its Essex Property Trust share count unchanged in Q3 2026.
  • Essex Property Trust made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #970 holding.
  • James T. Borello RIA first reported a position in Essex Property Trust in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Essex Property Trust position peaked at $2.41K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.