Annis Gardner Whiting Capital Advisors’s Essex Property Trust ESS Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026 Q2	–	Sell	-13	Closed	-$3.15K	–	616
2026 Q1	$3.15K	Sell	13 -84	-87%	-$21.2K	﹤0.01%	999
2025 Q4	$25.4K	Buy	97 +2	+2%	+$518	﹤0.01%	622
2025 Q3	$25.6K	Sell	95 -9	-9%	-$2.43K	0.01%	573
2025 Q2	$29.7K	Buy	104 +12	+13%	+$3.37K	0.01%	496
2025 Q1	$28.4K	Hold	92	–	–	0.01%	409
2024 Q4	$26.3K	Hold	92	–	–	0.01%	407
2024 Q3	$27.4K	Sell	92 -2	-2%	-$580	0.01%	424
2024 Q2	$25.8K	Buy	94 +4	+4%	+$1.03K	0.01%	515
2024 Q1	$22.3K	Buy	90 +5	+6%	+$1.19K	0.01%	530
2023 Q4	$21.3K	Hold	85	–	–	0.01%	391
2023 Q3	$18.2K	Buy	+85	New	+$19.9K	0.01%	399

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ESS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 13 shares — an estimated $3.15K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ESS in Q3 2023 and held it in 11 quarters. The position peaked at $29.7K in Q2 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 13 Essex Property Trust shares in Q2 2026, an estimated $3.15K.
Annis Gardner Whiting Capital Advisors first reported a position in Essex Property Trust in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Essex Property Trust position peaked at $29.7K in Q2 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.