Ascent Group’s Essex Property Trust ESS Stock Holding History

Ascent Group’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	-1,045	Closed	-$280K	–	768
2025 Q3	$280K	Buy	+1,045	New	+$282K	0.01%	618

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ascent Group's ESS Position: Q4 2025 in Review

Ascent Group sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 1,045 shares — an estimated $280K sold.

Ascent Group first reported a position in ESS in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 618 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

Ascent Group reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
Ascent Group sold 1,045 Essex Property Trust shares in Q4 2025, an estimated $280K.
Ascent Group first reported a position in Essex Property Trust in Q3 2025 and held it in 1 quarter.
Ascent Group's Essex Property Trust position peaked at $280K in Q3 2025.
618 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Ascent Group's 13F filing for Q4 2025, filed 20 Jan 2026.