Capstone Investment Advisors
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Capstone Investment Advisors’s Essex Property Trust ESS Stock Holding History

Capstone Investment Advisors’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
2025
Q1 		– Sell
-1,245
Closed -$355K – 1508
2024
Q4 		$355K Buy
1,245
+317
+34% +$93.7K ﹤0.01% 1429
2024
Q3 		$274K Sell
928
-115
-11% -$33.4K ﹤0.01% 1453
2024
Q2 		$284K Sell
1,043
-89
-8% -$22.8K ﹤0.01% 1605
2024
Q1 		$277K Buy
+1,132
New +$269K ﹤0.01% 1871
2023
Q1 		– Sell
-448
Closed -$94.9K – 1603
2022
Q4 		$94.9K Buy
+448
New +$97.9K ﹤0.01% 1409
2020
Q1 		– Sell
-1,034
Closed -$311K – 1212
2019
Q4 		$311K Buy
+1,034
New +$327K ﹤0.01% 1209

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Capstone Investment Advisors's ESS Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 1,245 shares — an estimated $355K sold.

Capstone Investment Advisors first reported a position in ESS in Q4 2019 and held it in 6 quarters. The position peaked at $355K in Q4 2024. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,245 Essex Property Trust shares in Q1 2025, an estimated $355K.
  • Capstone Investment Advisors first reported a position in Essex Property Trust in Q4 2019 and held it in 6 quarters.
  • Capstone Investment Advisors's Essex Property Trust position peaked at $355K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.