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Essex Property Trust shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 22k 254.32
2025-06-30 $5.1M 20k 253.99
2025-03-31 $4.7M 17k 275.16
2024-12-31 $3.7M 14k 271.91
2024-09-30 $2.3M 7.6k 299.96
2024-06-30 $1.8M 6.7k 272.61

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Top funds holding Essex Property Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Geode Capital Management
Principal Financial Group
Daiwa Securities Group
Massachusetts Financial Services
Northern Trust
Dimensional Fund Advisors
Legal & General Group
Ameriprise Financial
Charles Schwab Investment Management
Invesco
Morgan Stanley

View all funds holding Essex Property Trust