NewEdge Wealth, LLC
- SEC CIK
- 0001861796
- Latest filing
- Aug 10, 2026
ESS holding history
Essex Property Trust, Inc. in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ESS overviewAll 13F holders of ESSFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −1,436−100.0% | Sold out | Holders |
| Q4 2025 | 1,436 | $375.8K | <0.1% | +595+70.7% | Added | Holders |
| Q3 2025 | 841 | $219.0K | <0.1% | −55−6.1% | Reduced | Holders |
| Q2 2025 | 896 | $230.3K | <0.1% | +110+14.0% | Added | Holders |
| Q1 2025 | 786 | $241.0K | <0.1% | −153−16.3% | Reduced | Holders |
| Q4 2024 | 939 | $268.0K | <0.1% | −45−4.6% | Reduced | Holders |
| Q3 2024 | 984 | $290.7K | <0.1% | +7+0.7% | Added | Holders |
| Q2 2024 | 977 | $265.9K | <0.1% | −65−6.2% | Reduced | Holders |
| Q1 2024 | 1,042 | $260.3K | <0.1% | −20−1.9% | Reduced | Holders |
| Q4 2023 | 1,062 | $263.3K | <0.1% | +33+3.2% | Added | Holders |
| Q3 2023 | 1,029 | $218.3K | <0.1% | −10−1.0% | Reduced | Holders |
| Q2 2023 | 1,039 | $243.4K | <0.1% | −8−0.8% | Reduced | Holders |
| Q1 2023 | 1,047 | $219.0K | <0.1% | +43+4.3% | Added | Holders |
| Q4 2022 | 1,004 | $212.8K | <0.1% | +3+0.3% | Added | Holders |
| Q3 2022 | 1,001 | $242.0K | <0.1% | +188+23.1% | Added | Holders |
| Q2 2022 | 813 | $213.0K | <0.1% | +813 | New | Holders |