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DIVERSIFY WEALTH MANAGEMENT, LLC → ESS
DIVERSIFY WEALTH MANAGEMENT, LLC ESS Position History
Essex Property Trust, Inc. • Real Estate
Quarters held
8
Latest value
$270
Q3 2026
Peak value
$8.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $5.2M |
| Q1 2026 | $8.8M |
| Q1 2026 | $265 |
| Q2 2026 | $5.4M |
| Q2 2026 | $291 |
| Q3 2026 | $5.3M |
| Q3 2026 | $270 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $270 | 100 | — | — |
| Q3 2026 | $5.3M | 19.6K | — | — |
| Q2 2026 | $291 | 100 | — | — |
| Q2 2026 | $5.4M | 18.7K | — | — |
| Q1 2026 | $265 | 100 | — | — |
| Q1 2026 | $8.8M | 33.2K | — | — |
| Q4 2025 | $5.2M | 20.9K | — | — |
| Q3 2025 | $5.5M | 21.6K | — | — |
Other funds holding ESS
$3.1B
$2.9B
$2.6B
$2.5B
$1.6B
$1.5B
$1.5B
$1.5B