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Essex Property Trust shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Essex Property Trust by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 58 267.66
2025-06-30 $16k 58 283.40
2025-03-31 $35k 114 306.57
2024-09-30 $34k 114 298.25
2024-06-30 $15k 56 267.86
2024-03-31 $14k 56 250.00

More positions owned by Dynamic Wealth Strategies

Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

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