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Blue Trust Inc’s Essex Property Trust ESS Stock Holding History

Blue Trust 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
Q2 		$13.7K Buy
47
+12
+34% +$3.23K ﹤0.01% 1769
2026
Q1 		$8.48K Sell
35
-4
-10% -$1.01K ﹤0.01% 1876
2025
Q4 		$10.2K Sell
39
-2
-5% -$518 ﹤0.01% 1853
2025
Q3 		$11K Sell
41
-4
-9% -$1.08K ﹤0.01% 1841
2025
Q2 		$12.8K Hold
45
– – ﹤0.01% 1818
2025
Q1 		$13.8K Buy
45
+14
+45% +$4.09K ﹤0.01% 1775
2024
Q4 		$8.85K Sell
31
-799
-96% -$236K ﹤0.01% 1982
2024
Q3 		$226K Buy
830
+521
+169% +$151K ﹤0.01% 801
2024
Q2 		$75.6K Buy
309
+268
+654% +$68.8K ﹤0.01% 1076
2024
Q1 		$10K Sell
41
-190
-82% -$45.2K ﹤0.01% 1444
2023
Q4 		$50K Buy
231
+200
+645% +$44.1K ﹤0.01% 936
2023
Q3 		$7K Sell
31
-21
-40% -$4.92K ﹤0.01% 1521
2023
Q2 		$11K Sell
52
-25
-32% -$5.46K ﹤0.01% 1269
2023
Q1 		$16K Buy
77
+19
+33% +$4.19K ﹤0.01% 1444
2022
Q4 		$14K Buy
58
+27
+87% +$5.9K ﹤0.01% 1416
2022
Q3 		$8K Buy
31
+23
+288% +$6.22K ﹤0.01% 1413
2022
Q2 		$3K Buy
+8
New +$2.42K ﹤0.01% 1564

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Trust Inc's ESS Position: Q2 2026 in Review

Blue Trust Inc increased its Essex Property Trust (ESS) stake by 34% in Q2 2026, buying an estimated $3.23K and bringing the position to 47 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Blue Trust Inc first reported a position in ESS in Q2 2022 and has held it in 17 quarters since. The position peaked at $226K in Q3 2024. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Blue Trust Inc held 47 shares of Essex Property Trust worth $13.7K as of Q2 2026.
  • Blue Trust Inc bought 12 Essex Property Trust shares in Q2 2026, an estimated $3.23K.
  • Essex Property Trust made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1769 holding.
  • Blue Trust Inc first reported a position in Essex Property Trust in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Essex Property Trust position peaked at $226K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.