Back to ESS
KINGSWOOD WEALTH ADVISORS, LLC → ESS
KINGSWOOD WEALTH ADVISORS, LLC ESS Position History
Essex Property Trust, Inc. • Real Estate
Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.5M |
| Q2 2026 | $3M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 10.0K | — | — |
| Q2 2026 | $3M | 10.2K | — | — |
| Q1 2026 | $2.5M | 10.3K | — | — |
| Q4 2025 | $2.7M | 10.4K | — | — |
Other funds holding ESS
$3.1B
$2.9B
$2.6B
$2.5B
$1.6B
$1.5B
$1.5B
$1.5B