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Caprock Group’s Essex Property Trust ESS Stock Holding History

Caprock Group’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 		$1.86M Sell
7,618
-1,035
-12% -$261K 0.05% 362
2025
Q4 		$2.26M Buy
8,653
+1,621
+23% +$420K 0.05% 340
2025
Q3 		$1.9M Buy
+7,032
New +$1.9M 0.05% 360
2025
Q1 		$1.34M Buy
4,312
+2,764
+179% +$808K 0.04% 376
2024
Q4 		$442K Buy
+1,548
New +$457K 0.01% 665

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

Caprock Group's ESS Position: Q1 2026 in Review

Caprock Group reduced its Essex Property Trust (ESS) stake by 12% in Q1 2026, selling an estimated $261K and leaving 7,618 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #362.

Caprock Group first reported a position in ESS in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.26M in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Caprock Group held 7,618 shares of Essex Property Trust worth $1.86M as of Q1 2026.
  • Caprock Group sold 1,035 Essex Property Trust shares in Q1 2026, an estimated $261K.
  • Essex Property Trust made up 0.05% of Caprock Group's portfolio in Q1 2026, its #362 holding.
  • Caprock Group first reported a position in Essex Property Trust in Q4 2024 and has held it in 5 quarters since.
  • Caprock Group's Essex Property Trust position peaked at $2.26M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.