Baird Financial Group
ESS icon

Baird Financial Group’s Essex Property Trust ESS Stock Holding History

Baird Financial 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
2026
Q1 		$958K Buy
3,960
+29
+0.7% +$7.32K ﹤0.01% 1267
2025
Q4 		$1.03M Sell
3,931
-77,161
-95% -$20M ﹤0.01% 1237
2025
Q3 		$21.7M Sell
81,092
-285
-0.4% -$77K 0.03% 355
2025
Q2 		$23.1M Buy
81,377
+723
+0.9% +$203K 0.04% 333
2025
Q1 		$24.7M Buy
80,654
+1,529
+2% +$447K 0.05% 304
2024
Q4 		$22.6M Buy
79,125
+1,311
+2% +$387K 0.04% 323
2024
Q3 		$23M Buy
77,814
+41
+0.1% +$11.9K 0.04% 312
2024
Q2 		$21.2M Buy
77,773
+1,516
+2% +$389K 0.04% 317
2024
Q1 		$18.7M Buy
76,257
+655
+0.9% +$156K 0.04% 339
2023
Q4 		$18.7M Buy
75,602
+829
+1% +$183K 0.04% 328
2023
Q3 		$15.9M Buy
74,773
+589
+0.8% +$138K 0.04% 336
2023
Q2 		$17.4M Buy
74,184
+206
+0.3% +$45K 0.05% 328
2023
Q1 		$15.5M Buy
73,978
+1,829
+3% +$403K 0.04% 346
2022
Q4 		$15.3M Buy
72,149
+5,968
+9% +$1.3M 0.04% 340
2022
Q3 		$16M Buy
66,181
+2,158
+3% +$584K 0.05% 326
2022
Q2 		$16.7M Buy
64,023
+10,388
+19% +$3.14M 0.05% 331
2022
Q1 		$18.5M Buy
53,635
+1,847
+4% +$617K 0.05% 326
2021
Q4 		$18.2M Buy
51,788
+2,461
+5% +$838K 0.04% 336
2021
Q3 		$15.8M Buy
49,327
+949
+2% +$307K 0.04% 343
2021
Q2 		$14.5M Buy
48,378
+45,830
+1,799% +$13.5M 0.04% 356
2021
Q1 		$693K Sell
2,548
-33
-1% -$8.56K ﹤0.01% 1264
2020
Q4 		$613K Buy
2,581
+12
+0.5% +$2.77K ﹤0.01% 1175
2020
Q3 		$516K Sell
2,569
-1,276
-33% -$278K ﹤0.01% 1143
2020
Q2 		$881K Buy
3,845
+1,219
+46% +$292K ﹤0.01% 967
2020
Q1 		$578K Sell
2,626
-67
-2% -$19.3K ﹤0.01% 1019
2019
Q4 		$810K Sell
2,693
-221
-8% -$69.8K ﹤0.01% 1023
2019
Q3 		$952K Buy
2,914
+348
+14% +$109K ﹤0.01% 985
2019
Q2 		$750K Buy
2,566
+21
+0.8% +$6.05K ﹤0.01% 1082
2019
Q1 		$736K Sell
2,545
-30
-1% -$8.19K ﹤0.01% 940
2018
Q4 		$631K Sell
2,575
-86
-3% -$21.7K ﹤0.01% 913
2018
Q3 		$654K Buy
2,661
+116
+5% +$27.9K ﹤0.01% 967
2018
Q2 		$608K Sell
2,545
-2
-0.1% -$476 ﹤0.01% 955
2018
Q1 		$613K Buy
2,547
+1
+0% +$231 ﹤0.01% 956
2017
Q4 		$615K Buy
2,546
+1
+0% +$252 ﹤0.01% 950
2017
Q3 		$647K Hold
2,545
– – ﹤0.01% 922
2017
Q2 		$655K Hold
2,545
– – 0.01% 893
2017
Q1 		$589K Hold
2,545
– – ﹤0.01% 908
2016
Q4 		$592K Hold
2,545
– – 0.01% 882
2016
Q3 		$567K Sell
2,545
-3
-0.1% -$682 0.01% 901
2016
Q2 		$581K Buy
+2,548
New +$569K 0.01% 888

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

Baird Financial Group's ESS Position: Q1 2026 in Review

Baird Financial Group increased its Essex Property Trust (ESS) stake by 0.74% in Q1 2026, buying an estimated $7.32K and bringing the position to 3,960 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Baird Financial Group first reported a position in ESS in Q2 2016 and has held it in 40 quarters since. The position peaked at $24.7M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Baird Financial Group held 3,960 shares of Essex Property Trust worth $958K as of Q1 2026.
  • Baird Financial Group bought 29 Essex Property Trust shares in Q1 2026, an estimated $7.32K.
  • Essex Property Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1267 holding.
  • Baird Financial Group first reported a position in Essex Property Trust in Q2 2016 and has held it in 40 quarters since.
  • Baird Financial Group's Essex Property Trust position peaked at $24.7M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.