Capital World Investors
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Capital World Investors’s Essex Property Trust ESS Stock Holding History

Capital World Investors’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 		$26.2M Buy
89,972
+15,194
+20% +$4.08M ﹤0.01% 535
2026
Q1 		$18.1M Buy
74,778
+69,456
+1,305% +$17.5M ﹤0.01% 535
2025
Q4 		$1.39M Sell
5,322
-284
-5% -$73.5K ﹤0.01% 549
2025
Q3 		$1.5M Buy
5,606
+2,131
+61% +$576K ﹤0.01% 545
2025
Q2 		$985K Buy
3,475
+2,473
+247% +$695K ﹤0.01% 554
2025
Q1 		$307K Buy
+1,002
New +$293K ﹤0.01% 548

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors's ESS Position: Q2 2026 in Review

Capital World Investors increased its Essex Property Trust (ESS) stake by 20% in Q2 2026, buying an estimated $4.08M and bringing the position to 89,972 shares worth $26.2M. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Capital World Investors first reported a position in ESS in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Capital World Investors held 89,972 shares of Essex Property Trust worth $26.2M as of Q2 2026.
  • Capital World Investors bought 15,194 Essex Property Trust shares in Q2 2026, an estimated $4.08M.
  • Essex Property Trust made up ﹤0.01% of Capital World Investors's portfolio in Q2 2026, its #535 holding.
  • Capital World Investors first reported a position in Essex Property Trust in Q1 2025 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.