Catalyst Funds Management
ESS icon

Catalyst Funds Management’s Essex Property Trust ESS Stock Holding History

Catalyst Funds Management’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
Q3 		– Sell
-901
Closed -$263K – 688
2026
Q2 		$263K Buy
+901
New +$242K 0.01% 524
2024
Q4 		– Sell
-500
Closed -$148K – 637
2024
Q3 		$148K Buy
500
+200
+67% +$58K 0.03% 375
2024
Q2 		$81.7K Buy
+300
New +$77K 0.02% 328

Other funds holding ESS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Catalyst Funds Management's ESS Position: Q3 2026 in Review

Catalyst Funds Management sold out of Essex Property Trust (ESS) in Q3 2026, closing a stake of 901 shares — an estimated $263K sold.

Catalyst Funds Management first reported a position in ESS in Q2 2024 and held it in 3 quarters. The position peaked at $263K in Q2 2026. 520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Catalyst Funds Management reported no remaining Essex Property Trust position as of Q3 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 901 Essex Property Trust shares in Q3 2026, an estimated $263K.
  • Catalyst Funds Management first reported a position in Essex Property Trust in Q2 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Essex Property Trust position peaked at $263K in Q2 2026.
  • 520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Catalyst Funds Management's 13F filing for Q3 2026, filed 12 Nov 2026.