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BAMCO Inc’s
Essex Property Trust
ESS
Stock Holding History
BAMCO Inc’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
$3.9M
Sell
16,125
-2,400
-13%
-$605K
0.01%
256
2025
Q4
$4.85M
Buy
+18,525
New
+$4.79M
0.01%
254
2020
Q3
–
Sell
-205
Closed
-$47K
–
360
2020
Q2
$47K
Sell
205
-103
-33%
-$24.7K
﹤0.01%
335
2020
Q1
$68K
Buy
308
+80
+35%
+$23K
﹤0.01%
324
2019
Q4
$69K
Sell
228
-40
-15%
-$12.6K
﹤0.01%
342
2019
Q3
$88K
Hold
268
–
–
﹤0.01%
332
2019
Q2
$78K
Hold
268
–
–
﹤0.01%
345
2019
Q1
$78K
Hold
268
–
–
﹤0.01%
336
2018
Q4
$66K
Buy
268
+194
+262%
+$48.9K
﹤0.01%
348
2018
Q3
$18K
Sell
74
-15
-17%
-$3.61K
﹤0.01%
370
2018
Q2
$21K
Hold
89
–
–
﹤0.01%
359
2018
Q1
$21K
Buy
+89
New
+$20.5K
﹤0.01%
350
Other funds holding ESS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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