Caldwell Sutter Capital’s Essex Property Trust ESS Stock Holding History

Caldwell Sutter Capital’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	$253K	Buy	868 +12	+1%	+$3.23K	0.1%	194
2026 Q1	$207K	Buy	856 +45	+6%	+$11.4K	0.08%	215
2025 Q4	$212K	Buy	811 +45	+6%	+$11.6K	0.09%	208
2025 Q3	$205K	Buy	766 +5	+0.7%	+$1.35K	0.09%	205
2025 Q2	$216K	Sell	761 -33	-4%	-$9.27K	0.1%	195
2025 Q1	$243K	Buy	794 +8	+1%	+$2.34K	0.12%	173
2024 Q4	$224K	Hold	786	–	–	0.1%	189
2024 Q3	$232K	Hold	786	–	–	0.11%	181
2024 Q2	$214K	Buy	786 +21	+3%	+$5.39K	0.11%	185
2024 Q1	$187K	Buy	765 +21	+3%	+$5K	0.09%	209
2023 Q4	$184K	Buy	744 +19	+3%	+$4.19K	0.09%	201
2023 Q3	$154K	Buy	725 +10	+1%	+$2.34K	0.09%	210
2023 Q2	$168K	Buy	+715	New	+$156K	0.09%	197

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Sutter Capital's ESS Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Essex Property Trust (ESS) stake by 1.4% in Q2 2026, buying an estimated $3.23K and bringing the position to 868 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #194.

Caldwell Sutter Capital first reported a position in ESS in Q2 2023 and has held it in 13 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Caldwell Sutter Capital held 868 shares of Essex Property Trust worth $253K as of Q2 2026.
Caldwell Sutter Capital bought 12 Essex Property Trust shares in Q2 2026, an estimated $3.23K.
Essex Property Trust made up 0.1% of Caldwell Sutter Capital's portfolio in Q2 2026, its #194 holding.
Caldwell Sutter Capital first reported a position in Essex Property Trust in Q2 2023 and has held it in 13 quarters since.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.