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Atria Investments’s Essex Property Trust ESS Stock Holding History

Atria Investments’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
Q1 		$470K Buy
1,943
+48
+3% +$12.1K 0.01% 1482
2025
Q4 		$496K Sell
1,895
-9
-0.5% -$2.33K 0.01% 1452
2025
Q3 		$510K Sell
1,904
-1,424
-43% -$385K 0.01% 1406
2025
Q2 		$943K Sell
3,328
-70
-2% -$19.7K 0.01% 1066
2025
Q1 		$1.04M Buy
3,398
+514
+18% +$150K 0.01% 976
2024
Q4 		$823K Sell
2,884
-102
-3% -$30.1K 0.01% 1086
2024
Q3 		$882K Sell
2,986
-567
-16% -$164K 0.01% 1032
2024
Q2 		$967K Buy
+3,553
New +$912K 0.01% 945
2022
Q2 		– Sell
-2,952
Closed -$1.02M – 782
2022
Q1 		$1.02M Buy
+2,952
New +$986K 0.02% 848
2020
Q1 		– Sell
-775
Closed -$233K – 728
2019
Q4 		$233K Buy
+775
New +$245K 0.01% 1086

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments's ESS Position: Q1 2026 in Review

Atria Investments increased its Essex Property Trust (ESS) stake by 2.5% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,943 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #1482.

Atria Investments first reported a position in ESS in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Atria Investments held 1,943 shares of Essex Property Trust worth $470K as of Q1 2026.
  • Atria Investments bought 48 Essex Property Trust shares in Q1 2026, an estimated $12.1K.
  • Essex Property Trust made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1482 holding.
  • Atria Investments first reported a position in Essex Property Trust in Q4 2019 and has held it in 10 quarters since.
  • Atria Investments's Essex Property Trust position peaked at $1.04M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.