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Perigon Wealth Management, LLC → ESS
Perigon Wealth Management, LLC ESS Position History
Essex Property Trust, Inc. • Real Estate
Quarters held
4
Latest value
$7.5M
Q3 2026
Peak value
$8.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.2M |
| Q1 2026 | $6.7M |
| Q2 2026 | $8.1M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 28.0K | — | — |
| Q2 2026 | $8.1M | 27.9K | — | — |
| Q1 2026 | $6.7M | 27.8K | — | — |
| Q4 2025 | $7.2M | 27.6K | — | — |
Other funds holding ESS
$3.1B
$2.9B
$2.6B
$2.5B
$1.6B
$1.5B
$1.5B
$1.5B