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Capital Analysts LLC’s Essex Property Trust ESS Stock Holding History

Capital Analysts LLC’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 		$25K Sell
102
-33
-24% -$8.32K ﹤0.01% 1078
2025
Q4 		$35K Hold
135
– – ﹤0.01% 992
2025
Q3 		$36K Sell
135
-1
-0.7% -$270 ﹤0.01% 944
2025
Q2 		$39K Hold
136
– – ﹤0.01% 871
2025
Q1 		$42K Buy
136
+49
+56% +$14.3K ﹤0.01% 827
2024
Q4 		$25K Buy
87
+6
+7% +$1.77K ﹤0.01% 882
2024
Q3 		$24K Buy
81
+1
+1% +$290 ﹤0.01% 863
2024
Q2 		$22K Buy
80
+1
+1% +$257 ﹤0.01% 841
2024
Q1 		$19K Hold
79
– – ﹤0.01% 828
2023
Q4 		$20K Sell
79
-43
-35% -$9.49K ﹤0.01% 806
2023
Q3 		$26K Hold
122
– – ﹤0.01% 731
2023
Q2 		$28K Buy
122
+1
+0.8% +$219 ﹤0.01% 673
2023
Q1 		$25K Sell
121
-16
-12% -$3.53K ﹤0.01% 695
2022
Q4 		$29K Buy
137
+1
+0.7% +$219 ﹤0.01% 702
2022
Q3 		$33K Hold
136
– – ﹤0.01% 642
2022
Q2 		$35K Buy
136
+1
+0.7% +$303 ﹤0.01% 621
2022
Q1 		$47K Hold
135
– – ﹤0.01% 555
2021
Q4 		$47K Buy
135
+1
+0.7% +$340 ﹤0.01% 582
2021
Q3 		$43K Hold
134
– – ﹤0.01% 597
2021
Q2 		$40K Hold
134
– – ﹤0.01% 586
2021
Q1 		$36K Hold
134
– – ﹤0.01% 635
2020
Q4 		$32K Sell
134
-52
-28% -$12K ﹤0.01% 461
2020
Q3 		$37K Sell
186
-5,161
-97% -$1.12M ﹤0.01% 442
2020
Q2 		$1.23M Sell
5,347
-63
-1% -$15.1K 0.13% 141
2020
Q1 		$1.19M Buy
5,410
+308
+6% +$88.5K 0.15% 126
2019
Q4 		$1.53M Sell
5,102
-49
-1% -$15.5K 0.15% 132
2019
Q3 		$1.68M Buy
5,151
+54
+1% +$16.9K 0.18% 106
2019
Q2 		$1.49M Sell
5,097
-106
-2% -$30.6K 0.16% 117
2019
Q1 		$1.5M Buy
5,203
+5,107
+5,320% +$1.39M 0.17% 106
2018
Q4 		$24K Buy
96
+67
+231% +$16.9K ﹤0.01% 388
2018
Q3 		$7K Hold
29
– – ﹤0.01% 462
2018
Q2 		$7K Hold
29
– – ﹤0.01% 491
2018
Q1 		$7K Hold
29
– – ﹤0.01% 471
2017
Q4 		$7K Hold
29
– – ﹤0.01% 404
2017
Q3 		$7K Buy
+29
New +$7.57K ﹤0.01% 411
2016
Q4 		– Sell
-29
Closed -$6.46K – 357
2016
Q3 		$6.46K Hold
29
– – ﹤0.01% 331
2016
Q2 		$6.61K Hold
29
– – ﹤0.01% 315
2016
Q1 		$6.78K Hold
29
– – ﹤0.01% 347
2015
Q4 		$6.94K Sell
29
-29
-50% -$6.66K ﹤0.01% 355
2015
Q3 		$13K Sell
58
-275
-83% -$60.7K ﹤0.01% 327
2015
Q2 		$70.9K Buy
333
+6
+2% +$1.33K 0.01% 242
2015
Q1 		$75.3K Buy
327
+55
+20% +$12.5K 0.02% 228
2014
Q4 		$56.4K Buy
272
+23
+9% +$4.56K 0.01% 242
2014
Q3 		$44.7K Buy
249
+45
+22% +$8.49K 0.01% 250
2014
Q2 		$37.8K Buy
204
+29
+17% +$5.13K 0.01% 256
2014
Q1 		$29.8K Buy
175
+1
+0.6% +$161 0.01% 256
2013
Q4 		$25K Buy
174
+25
+17% +$3.84K 0.01% 260
2013
Q3 		$22K Sell
149
-18
-11% -$2.79K 0.01% 252
2013
Q2 		$26.6K Buy
+167
New +$26.3K 0.01% 229

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

Capital Analysts LLC's ESS Position: Q1 2026 in Review

Capital Analysts LLC reduced its Essex Property Trust (ESS) stake by 24% in Q1 2026, selling an estimated $8.32K and leaving 102 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Capital Analysts LLC first reported a position in ESS in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.68M in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Capital Analysts LLC held 102 shares of Essex Property Trust worth $25K as of Q1 2026.
  • Capital Analysts LLC sold 33 Essex Property Trust shares in Q1 2026, an estimated $8.32K.
  • Essex Property Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1078 holding.
  • Capital Analysts LLC first reported a position in Essex Property Trust in Q2 2013 and has held it in 49 quarters since.
  • Capital Analysts LLC's Essex Property Trust position peaked at $1.68M in Q3 2019.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.