Back to ESS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ESS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ESS Position History
Essex Property Trust, Inc. • Real Estate
Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q4 2025 | $3.1M |
| Q1 2026 | $2.4M |
| Q2 2026 | $4.2M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 23.0K | — | — |
| Q2 2026 | $4.2M | 15.3K | — | — |
| Q1 2026 | $2.4M | 9.5K | — | — |
| Q4 2025 | $3.1M | 12.2K | — | — |
| Q3 2025 | $2.8M | 10.8K | — | — |
Other funds holding ESS
$3.1B
$2.9B
$2.6B
$2.5B
$1.6B
$1.5B
$1.5B
$1.5B