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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
Q2 		$2.57M Buy
8,734
+1,116
+15% +$300K 0.05% 323
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 $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

Caprock Group's ESS Position: Q2 2026 in Review

Caprock Group increased its Essex Property Trust (ESS) stake by 15% in Q2 2026, buying an estimated $300K and bringing the position to 8,734 shares worth $2.57M. The position accounts for 0.05% of the portfolio, ranked #323.

Caprock Group first reported a position in ESS in Q4 2024 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Caprock Group held 8,734 shares of Essex Property Trust worth $2.57M as of Q2 2026.
  • Caprock Group bought 1,116 Essex Property Trust shares in Q2 2026, an estimated $300K.
  • Essex Property Trust made up 0.05% of Caprock Group's portfolio in Q2 2026, its #323 holding.
  • Caprock Group first reported a position in Essex Property Trust in Q4 2024 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.