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BOLTON SECURITIES CORPORATION’s Essex Property Trust ESS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$18.2K Buy
+75
New +$18.9K ﹤0.01% 1486
2025
Q3 		$8.03K Buy
+30
New +$8.11K ﹤0.01% 1598
2025
Q1 		$9.2K Buy
+30
New +$8.76K ﹤0.01% 1456

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ESS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Essex Property Trust (ESS) in Q1 2026: 75 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ESS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ESS in Q1 2025 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 75 shares of Essex Property Trust worth $18.2K as of Q1 2026.
  • Essex Property Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1486 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Essex Property Trust in Q1 2025 and has held it in 3 quarters since.
  • 616 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.