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B. Metzler seel. Sohn & Co’s Essex Property Trust ESS Stock Holding History

B. Metzler seel. Sohn & Co’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 		$311K Hold
1,285
– – ﹤0.01% 683
2025
Q4 		$336K Hold
1,285
– – ﹤0.01% 681
2025
Q3 		$344K Hold
1,285
– – ﹤0.01% 686
2025
Q2 		$364K Hold
1,285
– – ﹤0.01% 675
2025
Q1 		$394K Hold
1,285
– – ﹤0.01% 658
2024
Q4 		$367K Sell
1,285
-900
-41% -$266K ﹤0.01% 679
2024
Q3 		$645K Sell
2,185
-2,100
-49% -$609K 0.01% 612
2024
Q2 		$1.17M Buy
4,285
+61
+1% +$15.7K 0.01% 495
2024
Q1 		$1.03M Hold
4,224
– – 0.01% 519
2023
Q4 		$1.05M Hold
4,224
– – 0.01% 493
2023
Q3 		$896K Hold
4,224
– – 0.01% 480
2023
Q2 		$990K Hold
4,224
– – 0.01% 492
2023
Q1 		$883K Hold
4,224
– – 0.01% 458
2022
Q4 		$895K Buy
4,224
+500
+13% +$109K 0.02% 449
2022
Q3 		$902K Buy
3,724
+2,500
+204% +$676K 0.02% 437
2022
Q2 		$320K Hold
1,224
– – 0.01% 635
2022
Q1 		$423K Hold
1,224
– – 0.01% 634
2021
Q4 		$432K Buy
1,224
+328
+37% +$112K 0.01% 590
2021
Q3 		$286K Hold
896
– – ﹤0.01% 644
2021
Q2 		$269K Buy
896
+42
+5% +$12.4K ﹤0.01% 642
2021
Q1 		$232K Hold
854
– – ﹤0.01% 652
2020
Q4 		$204K Buy
+854
New +$197K ﹤0.01% 649

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

B. Metzler seel. Sohn & Co's ESS Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co held its Essex Property Trust (ESS) position steady in Q1 2026 at 1,285 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

B. Metzler seel. Sohn & Co first reported a position in ESS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.17M in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 1,285 shares of Essex Property Trust worth $311K as of Q1 2026.
  • B. Metzler seel. Sohn & Co left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #683 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Essex Property Trust in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Essex Property Trust position peaked at $1.17M in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.