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Essex Property Trust shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Essex Property Trust by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $149k 525 283.18
2025-03-31 $141k 520 271.82
2024-12-31 $147k 515 285.62

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth 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