AEW CAPITAL MANAGEMENT INC’s Essex Property Trust ESS Stock Holding History

AEW CAPITAL MANAGEMENT INC’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	$83.7M	Buy	+310,765	New	+$88.5M	5.37%	7

Other funds holding ESS

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AEW CAPITAL MANAGEMENT INC's ESS Position: Q3 2026 in Review

AEW CAPITAL MANAGEMENT INC opened a new position in Essex Property Trust (ESS) in Q3 2026: 310,765 shares worth $83.7M. The stake represents 5.37% of the portfolio and ranks #7 among its holdings.

274 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

AEW CAPITAL MANAGEMENT INC held 310,765 shares of Essex Property Trust worth $83.7M as of Q3 2026.
Essex Property Trust was a new AEW CAPITAL MANAGEMENT INC position in Q3 2026.
Essex Property Trust made up 5.37% of AEW CAPITAL MANAGEMENT INC's portfolio in Q3 2026, its #7 holding.
274 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on AEW CAPITAL MANAGEMENT INC's 13F filing for Q3 2026, filed 5 Nov 2026.