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Capital Advisors Ltd’s Essex Property Trust ESS Stock Holding History

Capital Advisors Ltd’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 		$46K Hold
158
– – ﹤0.01% 523
2026
Q1 		$38K Hold
158
– – ﹤0.01% 554
2025
Q4 		$41K Hold
158
– – ﹤0.01% 527
2025
Q3 		$42K Hold
158
– – ﹤0.01% 511
2025
Q2 		$45K Hold
158
– – 0.01% 486
2025
Q1 		$48K Sell
158
-11
-7% -$3.21K 0.01% 458
2024
Q4 		$48K Hold
169
– – 0.01% 459
2024
Q3 		$50K Hold
169
– – 0.01% 451
2024
Q2 		$46K Buy
169
+11
+7% +$2.82K 0.01% 458
2024
Q1 		$39K Buy
158
+3
+2% +$714 0.01% 479
2023
Q4 		$38K Buy
155
+3
+2% +$662 0.01% 464
2023
Q3 		$32K Hold
152
– – ﹤0.01% 476
2023
Q2 		$36K Buy
+152
New +$33.2K 0.01% 475
2023
Q1 		– Sell
-140
Closed -$1K – 1294
2022
Q4 		$1K Buy
+140
New +$30.6K ﹤0.01% 985
2022
Q3 		– Sell
-7
Closed -$2K – 1306
2022
Q2 		$2K Buy
7
+3
+75% +$908 ﹤0.01% 660
2022
Q1 		$1K Buy
4
+3
+300% +$1K ﹤0.01% 707
2021
Q4 		$0 Buy
+1
New +$340 ﹤0.01% 849

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

Capital Advisors Ltd's ESS Position: Q2 2026 in Review

Capital Advisors Ltd held its Essex Property Trust (ESS) position steady in Q2 2026 at 158 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Capital Advisors Ltd first reported a position in ESS in Q4 2021 and has held it in 17 quarters since. The position peaked at $50K in Q3 2024. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Capital Advisors Ltd held 158 shares of Essex Property Trust worth $46K as of Q2 2026.
  • Capital Advisors Ltd left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #523 holding.
  • Capital Advisors Ltd first reported a position in Essex Property Trust in Q4 2021 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Essex Property Trust position peaked at $50K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.