Boston Partners’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$148M Sell
609,847
-26,621
-4% -$6.72M 0.15% 181
2025
Q4
$167M Sell
636,468
-17,100
-3% -$4.43M 0.17% 182
2025
Q3
$175M Sell
653,568
-207,286
-24% -$56M 0.18% 175
2025
Q2
$244M Buy
860,854
+189,663
+28% +$53.3M 0.27% 128
2025
Q1
$206M Buy
671,191
+63,416
+10% +$18.5M 0.25% 144
2024
Q4
$173M Buy
607,775
+36,451
+6% +$10.8M 0.21% 162
2024
Q3
$169M Sell
571,324
-163,515
-22% -$47.4M 0.2% 169
2024
Q2
$200M Sell
734,839
-9,336
-1% -$2.4M 0.25% 153
2024
Q1
$182M Buy
744,175
+23,673
+3% +$5.64M 0.22% 162
2023
Q4
$179M Sell
720,502
-12,937
-2% -$2.85M 0.24% 152
2023
Q3
$156M Sell
733,439
-1,549
-0.2% -$363K 0.22% 148
2023
Q2
$172M Sell
734,988
-113,661
-13% -$24.8M 0.23% 137
2023
Q1
$178M Buy
848,649
+46,045
+6% +$10.2M 0.24% 136
2022
Q4
$170M Sell
802,604
-124,757
-13% -$27.3M 0.23% 140
2022
Q3
$225M Buy
927,361
+53,010
+6% +$14.3M 0.33% 107
2022
Q2
$229M Buy
874,351
+15,889
+2% +$4.81M 0.32% 107
2022
Q1
$297M Buy
858,462
+258,581
+43% +$86.4M 0.36% 97
2021
Q4
$211M Sell
599,881
-4,759
-0.8% -$1.62M 0.25% 137
2021
Q3
$193M Buy
604,640
+16,832
+3% +$5.45M 0.24% 147
2021
Q2
$176M Buy
587,808
+11,343
+2% +$3.35M 0.22% 150
2021
Q1
$157M Buy
576,465
+58,467
+11% +$15.2M 0.21% 159
2020
Q4
$123M Buy
517,998
+181,862
+54% +$42M 0.19% 168
2020
Q3
$67.5M Buy
336,136
+332,613
+9,441% +$72.4M 0.12% 199
2020
Q2
$807K Hold
3,523
﹤0.01% 563
2020
Q1
$776K Sell
3,523
-10,051
-74% -$2.89M ﹤0.01% 553
2019
Q4
$4.08M Sell
13,574
-547,199
-98% -$173M 0.01% 393
2019
Q3
$183M Sell
560,773
-16,597
-3% -$5.19M 0.25% 119
2019
Q2
$169M Sell
577,370
-6,896
-1% -$1.99M 0.22% 137
2019
Q1
$169M Buy
584,266
+22,298
+4% +$6.08M 0.22% 137
2018
Q4
$138M Buy
+561,968
New +$142M 0.2% 143
2018
Q1
Sell
-377,487
Closed -$91.1M 744
2017
Q4
$91.1M Buy
377,487
+13,961
+4% +$3.52M 0.11% 186
2017
Q3
$92.3M Buy
363,526
+1,400
+0.4% +$366K 0.11% 185
2017
Q2
$93.2M Buy
362,126
+14,589
+4% +$3.67M 0.12% 179
2017
Q1
$80.5M Sell
347,537
-123,796
-26% -$28.4M 0.1% 192
2016
Q4
$110M Buy
471,333
+37,580
+9% +$8.12M 0.14% 173
2016
Q3
$96.6M Sell
433,753
-88,289
-17% -$20.1M 0.14% 179
2016
Q2
$119M Buy
522,042
+55,838
+12% +$12.5M 0.17% 165
2016
Q1
$109M Sell
466,204
-248,971
-35% -$54.6M 0.16% 170
2015
Q4
$171M Buy
715,175
+57,095
+9% +$13.1M 0.25% 132
2015
Q3
$147M Buy
658,080
+60,976
+10% +$13.4M 0.22% 138
2015
Q2
$127M Buy
597,104
+106,077
+22% +$23.5M 0.18% 156
2015
Q1
$113M Buy
491,027
+40,893
+9% +$9.26M 0.17% 158
2014
Q4
$93M Buy
450,134
+36,192
+9% +$7.17M 0.14% 167
2014
Q3
$74M Buy
413,942
+25,184
+6% +$4.75M 0.12% 172
2014
Q2
$71.9M Buy
+388,758
New +$68.8M 0.12% 179

Other funds holding ESS

Boston Partners's ESS Position: Q1 2026 in Review

Boston Partners reduced its Essex Property Trust (ESS) stake by 4.2% in Q1 2026, selling an estimated $6.72M and leaving 609,847 shares worth $148M. The position accounts for 0.15% of the portfolio, ranked #181.

Boston Partners first reported a position in ESS in Q2 2014 and has held it in 45 quarters since. The position peaked at $297M in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Boston Partners held 609,847 shares of Essex Property Trust worth $148M as of Q1 2026.
  • Boston Partners sold 26,621 Essex Property Trust shares in Q1 2026, an estimated $6.72M.
  • Essex Property Trust made up 0.15% of Boston Partners's portfolio in Q1 2026, its #181 holding.
  • Boston Partners first reported a position in Essex Property Trust in Q2 2014 and has held it in 45 quarters since.
  • Boston Partners's Essex Property Trust position peaked at $297M in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.