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Creative Planning ESS Position History

Essex Property Trust, Inc. • Real Estate

Quarters held
8
Latest value
$15.5M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$29K
Q3 2025$2M
Q4 2025$3.6M
Q1 2026$5.6M
Q2 2026$71K
Q2 2026$11.4M
Q3 2026$75K
Q3 2026$15.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.5M57.7K——
Q3 2026$75K279——
Q2 2026$11.4M38.9K——
Q2 2026$71K243——
Q1 2026$5.6M23.3K——
Q4 2025$3.6M13.9K——
Q3 2025$2M7.5K——
Q3 2025$29K110——

Other funds holding ESS

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning ESS Holdings: 13F Position History | Track13F