CAPTRUST Financial Advisors
ESS icon

CAPTRUST Financial Advisors’s Essex Property Trust ESS Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$990K Buy
4,091
+2,133
+109% +$538K ﹤0.01% 1619
2025
Q4 		$512K Buy
1,958
+198
+11% +$51.2K ﹤0.01% 1887
2025
Q3 		$471K Buy
1,760
+110
+7% +$29.7K ﹤0.01% 1857
2025
Q2 		$468K Sell
1,650
-84
-5% -$23.6K ﹤0.01% 1771
2025
Q1 		$531K Buy
1,734
+105
+6% +$30.7K ﹤0.01% 1609
2024
Q4 		$465K Buy
1,629
+168
+11% +$49.6K ﹤0.01% 1639
2024
Q3 		$432K Buy
1,461
+51
+4% +$14.8K ﹤0.01% 1654
2024
Q2 		$384K Sell
1,410
-102
-7% -$26.2K ﹤0.01% 1654
2024
Q1 		$370K Buy
1,512
+7
+0.5% +$1.67K ﹤0.01% 1656
2023
Q4 		$373K Sell
1,505
-329
-18% -$72.6K ﹤0.01% 1961
2023
Q3 		$389K Buy
1,834
+493
+37% +$116K ﹤0.01% 1820
2023
Q2 		$314K Buy
1,341
+185
+16% +$40.4K ﹤0.01% 1934
2023
Q1 		$242K Sell
1,156
-157
-12% -$34.6K ﹤0.01% 1914
2022
Q4 		$278K Sell
1,313
-49
-4% -$10.7K ﹤0.01% 1724
2022
Q3 		$330K Buy
+1,362
New +$369K ﹤0.01% 1478

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

CAPTRUST Financial Advisors's ESS Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Essex Property Trust (ESS) stake by 109% in Q1 2026, buying an estimated $538K and bringing the position to 4,091 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

CAPTRUST Financial Advisors first reported a position in ESS in Q3 2022 and has held it in 15 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • CAPTRUST Financial Advisors held 4,091 shares of Essex Property Trust worth $990K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,133 Essex Property Trust shares in Q1 2026, an estimated $538K.
  • Essex Property Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1619 holding.
  • CAPTRUST Financial Advisors first reported a position in Essex Property Trust in Q3 2022 and has held it in 15 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.