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Essex Property Trust shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 50 267.66
2025-06-30 $14k 50 283.40

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View all positions for GoalVest Advisory

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