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Achmea Investment Management’s Essex Property Trust ESS Stock Holding History

Achmea Investment Management’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,961
Closed -$4.81M – 185
2025
Q3 		$4.81M Sell
17,961
-10,264
-36% -$2.77M 0.06% 211
2025
Q2 		$8M Sell
28,225
-1,547
-5% -$435K 0.1% 186
2025
Q1 		$9.13M Buy
29,772
+8,420
+39% +$2.46M 0.13% 170
2024
Q4 		$6.09M Buy
21,352
+9,354
+78% +$2.76M 0.1% 200
2024
Q3 		$3.54M Buy
11,998
+3,440
+40% +$998K 0.06% 260
2024
Q2 		$2.33M Sell
8,558
-7,664
-47% -$1.97M 0.04% 300
2024
Q1 		$3.97M Hold
16,222
– – 0.08% 246
2023
Q4 		$4.02M Buy
16,222
+3,280
+25% +$724K 0.08% 240
2023
Q3 		$2.75M Buy
12,942
+2,810
+28% +$659K 0.06% 282
2023
Q2 		$2.37M Buy
10,132
+3,842
+61% +$840K 0.05% 319
2023
Q1 		$1.32M Hold
6,290
– – 0.04% 357
2022
Q4 		$1.25M Hold
6,290
– – 0.04% 365
2022
Q3 		$1.52M Sell
6,290
-2,845
-31% -$770K 0.05% 316
2022
Q2 		$2.39M Sell
9,135
-201
-2% -$60.8K 0.08% 260
2022
Q1 		$3.23M Buy
9,336
+3,507
+60% +$1.17M 0.08% 253
2021
Q4 		$2.05M Buy
5,829
+2,854
+96% +$971K 0.1% 187
2021
Q3 		$951K Buy
+2,975
New +$962K 0.03% 439
2020
Q1 		– Sell
-3,646
Closed -$1.1M – 354
2019
Q4 		$1.1M Sell
3,646
-2,839
-44% -$897K 0.04% 351
2019
Q3 		$2.12M Buy
6,485
+495
+8% +$155K 0.08% 245
2019
Q2 		$1.75M Buy
5,990
+1,727
+41% +$498K 0.07% 292
2019
Q1 		$1.23M Hold
4,263
– – 0.05% 312
2018
Q4 		$1.04M Buy
+4,263
New +$1.07M 0.05% 319
2018
Q2 		– Sell
-3,729
Closed -$897K – 493
2018
Q1 		$897K Hold
3,729
– – 0.03% 392
2017
Q4 		$900K Buy
3,729
+1,618
+77% +$408K 0.03% 391
2017
Q3 		$535K Hold
2,111
– – 0.03% 392
2017
Q2 		$540K Buy
+2,111
New +$531K 0.03% 399

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Achmea Investment Management's ESS Position: Q4 2025 in Review

Achmea Investment Management sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 17,961 shares — an estimated $4.81M sold.

Achmea Investment Management first reported a position in ESS in Q2 2017 and held it in 26 quarters. The position peaked at $9.13M in Q1 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • Achmea Investment Management reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 17,961 Essex Property Trust shares in Q4 2025, an estimated $4.81M.
  • Achmea Investment Management first reported a position in Essex Property Trust in Q2 2017 and held it in 26 quarters.
  • Achmea Investment Management's Essex Property Trust position peaked at $9.13M in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.