Baker Avenue Asset Management’s Essex Property Trust ESS Stock Holding History

Baker Avenue Asset Management’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	$1.07M	Buy	3,675 +1,272	+53%	+$342K	0.02%	285
2026 Q1	$582K	Buy	2,403 +412	+21%	+$104K	0.01%	385
2025 Q4	$521K	Buy	1,991 +595	+43%	+$154K	0.01%	368
2025 Q3	$374K	Buy	1,396 +491	+54%	+$133K	0.01%	420
2025 Q2	$256K	Buy	905 +111	+14%	+$31.2K	0.01%	422
2025 Q1	$243K	Buy	+794	New	+$232K	0.01%	398
2023 Q4	–	Sell	-16	Closed	-$3.39K	–	709
2023 Q3	$3.39K	Buy	16 +9	+129%	+$2.11K	﹤0.01%	1029
2023 Q2	$1.64K	Buy	7 +4	+133%	+$874	﹤0.01%	1035
2023 Q1	$627	Sell	3 -1	-25%	-$221	﹤0.01%	1339
2022 Q4	$848	Buy	+4	New	+$874	﹤0.01%	1149

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

Baker Avenue Asset Management's ESS Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Essex Property Trust (ESS) stake by 53% in Q2 2026, buying an estimated $342K and bringing the position to 3,675 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #285.

Baker Avenue Asset Management first reported a position in ESS in Q4 2022 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Baker Avenue Asset Management held 3,675 shares of Essex Property Trust worth $1.07M as of Q2 2026.
Baker Avenue Asset Management bought 1,272 Essex Property Trust shares in Q2 2026, an estimated $342K.
Essex Property Trust made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #285 holding.
Baker Avenue Asset Management first reported a position in Essex Property Trust in Q4 2022 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.