BA
ESS icon

Bridgewater Associates’s Essex Property Trust ESS Stock Holding History

Bridgewater Associates’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 		– Sell
-2,096
Closed -$507K – 1058
2026
Q1 		$507K Buy
+2,096
New +$529K ﹤0.01% 881
2023
Q1 		– Sell
-21,229
Closed -$4.5M – 779
2022
Q4 		$4.5M Buy
+21,229
New +$4.64M 0.02% 384
2022
Q3 		– Sell
-29,958
Closed -$7.83M – 915
2022
Q2 		$7.83M Buy
29,958
+13,263
+79% +$4.01M 0.03% 387
2022
Q1 		$5.77M Buy
16,695
+12,366
+286% +$4.13M 0.02% 430
2021
Q4 		$1.52M Buy
+4,329
New +$1.47M 0.01% 502
2019
Q3 		– Sell
-1,520
Closed -$444K – 349
2019
Q2 		$444K Buy
+1,520
New +$438K ﹤0.01% 266
2019
Q1 		– Sell
-6,940
Closed -$1.7M – 372
2018
Q4 		$1.7M Buy
6,940
+4,672
+206% +$1.18M 0.02% 263
2018
Q3 		$560K Sell
2,268
-1,300
-36% -$313K 0.01% 273
2018
Q2 		$853K Buy
3,568
+370
+12% +$88.1K 0.01% 263
2018
Q1 		$770K Buy
+3,198
New +$737K 0.01% 343
2017
Q4 		– Sell
-5,647
Closed -$1.44M – 278
2017
Q3 		$1.44M Buy
+5,647
New +$1.47M 0.01% 195

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

Bridgewater Associates's ESS Position: Q2 2026 in Review

Bridgewater Associates sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 2,096 shares — an estimated $507K sold.

Bridgewater Associates first reported a position in ESS in Q3 2017 and held it in 11 quarters. The position peaked at $7.83M in Q2 2022. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Bridgewater Associates reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
  • Bridgewater Associates sold 2,096 Essex Property Trust shares in Q2 2026, an estimated $507K.
  • Bridgewater Associates first reported a position in Essex Property Trust in Q3 2017 and held it in 11 quarters.
  • Bridgewater Associates's Essex Property Trust position peaked at $7.83M in Q2 2022.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.