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Brown, Lisle/Cummings’s Essex Property Trust ESS Stock Holding History

Brown, Lisle/Cummings’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 		$73.6K Hold
304
– – 0.02% 312
2025
Q4 		$79.6K Hold
304
– – 0.02% 301
2025
Q3 		$81.4K Hold
304
– – 0.02% 298
2025
Q2 		$86.2K Hold
304
– – 0.02% 288
2025
Q1 		$93.2K Hold
304
– – 0.03% 278
2024
Q4 		$86.8K Hold
304
– – 0.03% 278
2024
Q3 		$89.8K Hold
304
– – 0.03% 273
2024
Q2 		$82.7K Buy
+304
New +$78K 0.03% 271

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown, Lisle/Cummings's ESS Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Essex Property Trust (ESS) position steady in Q1 2026 at 304 shares worth $73.6K. The position accounts for 0.02% of the portfolio, ranked #312.

Brown, Lisle/Cummings first reported a position in ESS in Q2 2024 and has held it in 8 quarters since. The position peaked at $93.2K in Q1 2025. 610 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Brown, Lisle/Cummings held 304 shares of Essex Property Trust worth $73.6K as of Q1 2026.
  • Brown, Lisle/Cummings left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #312 holding.
  • Brown, Lisle/Cummings first reported a position in Essex Property Trust in Q2 2024 and has held it in 8 quarters since.
  • Brown, Lisle/Cummings's Essex Property Trust position peaked at $93.2K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.