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Bruce G. Allen Investments’s Essex Property Trust ESS Stock Holding History

Bruce G. Allen 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
2026
Q1 		$38K Sell
157
-1
-0.6% -$252 0.02% 317
2025
Q4 		$41.3K Sell
158
-8
-5% -$2.07K 0.03% 295
2025
Q3 		$44.4K Sell
166
-1
-0.6% -$270 0.03% 277
2025
Q2 		$47.3K Buy
167
+2
+1% +$562 0.04% 266
2025
Q1 		$50.6K Sell
165
-12
-7% -$3.51K 0.04% 252
2024
Q4 		$50.5K Buy
177
+2
+1% +$591 0.04% 256
2024
Q3 		$51.7K Buy
175
+1
+0.6% +$290 0.04% 256
2024
Q2 		$47.4K Buy
174
+3
+2% +$770 0.04% 248
2024
Q1 		$41.9K Buy
171
+7
+4% +$1.67K 0.03% 275
2023
Q4 		$40.7K Buy
+164
New +$36.2K 0.04% 269

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's ESS Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Essex Property Trust (ESS) stake by 0.63% in Q1 2026, selling an estimated $252 and leaving 157 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #317.

Bruce G. Allen Investments first reported a position in ESS in Q4 2023 and has held it in 10 quarters since. The position peaked at $51.7K in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Bruce G. Allen Investments held 157 shares of Essex Property Trust worth $38K as of Q1 2026.
  • Bruce G. Allen Investments sold 1 Essex Property Trust share in Q1 2026, an estimated $252.
  • Essex Property Trust made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #317 holding.
  • Bruce G. Allen Investments first reported a position in Essex Property Trust in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Essex Property Trust position peaked at $51.7K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.