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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → ESS
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ESS Position History
Essex Property Trust, Inc. • Real Estate
Quarters held
8
Latest value
$396K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $363K |
| Q4 2025 | $50K |
| Q1 2026 | $704K |
| Q1 2026 | $43K |
| Q2 2026 | $268K |
| Q2 2026 | $827K |
| Q3 2026 | $1.1M |
| Q3 2026 | $396K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $396K | 1.5K | — | — |
| Q3 2026 | $1.1M | 4.1K | — | — |
| Q2 2026 | $827K | 2.8K | — | — |
| Q2 2026 | $268K | 918 | — | — |
| Q1 2026 | $43K | 176 | — | — |
| Q1 2026 | $704K | 2.9K | — | — |
| Q4 2025 | $50K | 193 | — | — |
| Q4 2025 | $363K | 1.4K | — | — |
Other funds holding ESS
$3.1B
$2.9B
$2.6B
$2.5B
$1.6B
$1.5B
$1.5B
$1.5B