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Bramshill Investments’s Essex Property Trust ESS Stock Holding History

Bramshill Investments’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
2025
Q3 		– Sell
-2,457
Closed -$696K – 158
2025
Q2 		$696K Hold
2,457
– – 0.07% 101
2025
Q1 		$753K Buy
2,457
+5
+0.2% +$1.46K 0.08% 79
2024
Q4 		$700K Buy
+2,452
New +$724K 0.11% 86

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bramshill Investments's ESS Position: Q3 2025 in Review

Bramshill Investments sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 2,457 shares — an estimated $696K sold.

Bramshill Investments first reported a position in ESS in Q4 2024 and held it in 3 quarters. The position peaked at $753K in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Bramshill Investments reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Bramshill Investments sold 2,457 Essex Property Trust shares in Q3 2025, an estimated $696K.
  • Bramshill Investments first reported a position in Essex Property Trust in Q4 2024 and held it in 3 quarters.
  • Bramshill Investments's Essex Property Trust position peaked at $753K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Bramshill Investments's 13F filing for Q3 2025, filed 14 Nov 2025.