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Essex Property Trust shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Essex Property Trust by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 1.1k 267.66
2025-06-30 $288k 1.0k 283.40
2025-03-31 $308k 1.0k 306.57
2024-12-31 $218k 762 285.44
2024-06-30 $201k 740 272.20
2022-03-31 $233k 675 345.19
2021-12-31 $224k 637 351.65

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Chubb (CB)

View all positions for Legacy Wealth Asset Management

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