Bank Julius Baer & Co
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Bank Julius Baer & Co’s Essex Property Trust ESS Stock Holding History

Bank Julius Baer & 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 		$73.3K Hold
303
– – ﹤0.01% 568
2025
Q4 		$79.3K Hold
303
– – ﹤0.01% 549
2025
Q3 		$81.1K Hold
303
– – ﹤0.01% 556
2025
Q2 		$85.9K Hold
303
– – ﹤0.01% 506
2025
Q1 		$92.9K Buy
303
+28
+10% +$8.18K ﹤0.01% 488
2024
Q4 		$86.5K Sell
275
-1,380
-83% -$408K ﹤0.01% 488
2024
Q3 		$503K Sell
1,655
-16
-1% -$4.64K ﹤0.01% 330
2024
Q2 		$420K Sell
1,671
-31
-2% -$7.96K ﹤0.01% 288
2024
Q1 		$412K Buy
1,702
+10
+0.6% +$2.38K ﹤0.01% 331
2023
Q4 		$420K Buy
1,692
+1,385
+451% +$306K ﹤0.01% 341
2023
Q3 		$65K Buy
307
+10
+3% +$2.34K ﹤0.01% 456
2023
Q2 		$70K Sell
297
-6
-2% -$1.31K ﹤0.01% 479
2023
Q1 		$63K Hold
303
– – ﹤0.01% 509
2022
Q4 		$64K Buy
303
+5
+2% +$1.09K ﹤0.01% 502
2022
Q3 		$72K Sell
298
-5
-2% -$1.35K ﹤0.01% 481
2022
Q2 		$79K Hold
303
– – ﹤0.01% 504
2022
Q1 		$105K Sell
303
-78
-20% -$26.1K ﹤0.01% 481
2021
Q4 		$134K Sell
381
-1,096
-74% -$373K ﹤0.01% 578
2021
Q3 		$472K Sell
1,477
-1,813
-55% -$587K ﹤0.01% 435
2021
Q2 		$987K Sell
3,290
-557
-14% -$164K 0.01% 349
2021
Q1 		$1.05M Buy
3,847
+3,767
+4,709% +$977K 0.01% 336
2020
Q4 		$19K Buy
80
+2
+3% +$461 ﹤0.01% 750
2020
Q3 		$16K Sell
78
-2,582
-97% -$562K ﹤0.01% 669
2020
Q2 		$544K Buy
2,660
+462
+21% +$111K 0.01% 350
2020
Q1 		$484K Buy
+2,198
New +$632K 0.01% 315

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

Bank Julius Baer & Co's ESS Position: Q1 2026 in Review

Bank Julius Baer & Co held its Essex Property Trust (ESS) position steady in Q1 2026 at 303 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Bank Julius Baer & Co first reported a position in ESS in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.05M in Q1 2021. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Bank Julius Baer & Co held 303 shares of Essex Property Trust worth $73.3K as of Q1 2026.
  • Bank Julius Baer & Co left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #568 holding.
  • Bank Julius Baer & Co first reported a position in Essex Property Trust in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Essex Property Trust position peaked at $1.05M in Q1 2021.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.