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Camelot Portfolios’s Essex Property Trust ESS Stock Holding History

Camelot Portfolios’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 		$1.03M Sell
3,528
-1,171
-25% -$315K 0.72% 36
2026
Q1 		$1.14M Sell
4,699
-117
-2% -$29.5K 0.84% 34
2025
Q4 		$1.26M Sell
4,816
-292
-6% -$75.6K 0.77% 31
2025
Q3 		$1.37M Buy
5,108
+268
+6% +$72.4K 0.81% 38
2025
Q2 		$1.37M Sell
4,840
-8
-0.2% -$2.25K 0.82% 34
2025
Q1 		$1.49M Buy
4,848
+765
+19% +$224K 0.92% 28
2024
Q4 		$1.17M Sell
4,083
-225
-5% -$66.5K 1.26% 21
2024
Q3 		$1.27M Sell
4,308
-2,105
-33% -$611K 1.25% 23
2024
Q2 		$1.75M Buy
6,413
+1,143
+22% +$293K 0.99% 22
2024
Q1 		$1.29M Sell
5,270
-1,648
-24% -$392K 1.26% 21
2023
Q4 		$1.72M Buy
6,918
+1,193
+21% +$263K 1.01% 21
2023
Q3 		$1.21M Sell
5,725
-1,641
-22% -$385K 1.16% 24
2023
Q2 		$1.73M Sell
7,366
-63
-0.8% -$13.8K 1.08% 20
2023
Q1 		$1.55M Sell
7,429
-128
-2% -$28.2K 1.08% 20
2022
Q4 		$1.6M Buy
+7,557
New +$1.65M 1.18% 19

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

Camelot Portfolios's ESS Position: Q2 2026 in Review

Camelot Portfolios reduced its Essex Property Trust (ESS) stake by 25% in Q2 2026, selling an estimated $315K and leaving 3,528 shares worth $1.03M. The position accounts for 0.72% of the portfolio, ranked #36.

Camelot Portfolios first reported a position in ESS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q2 2024. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Camelot Portfolios held 3,528 shares of Essex Property Trust worth $1.03M as of Q2 2026.
  • Camelot Portfolios sold 1,171 Essex Property Trust shares in Q2 2026, an estimated $315K.
  • Essex Property Trust made up 0.72% of Camelot Portfolios's portfolio in Q2 2026, its #36 holding.
  • Camelot Portfolios first reported a position in Essex Property Trust in Q4 2022 and has held it in 15 quarters since.
  • Camelot Portfolios's Essex Property Trust position peaked at $1.75M in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.