Cerity Partners
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Cerity Partners’s Essex Property Trust ESS Stock Holding History

Cerity Partners’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 		$4.83M Buy
16,558
+10,841
+190% +$2.91M 0.01% 1117
2026
Q1 		$1.38M Sell
5,717
-1,029
-15% -$260K ﹤0.01% 1674
2025
Q4 		$1.77M Buy
6,746
+1,385
+26% +$358K ﹤0.01% 1424
2025
Q3 		$1.43M Buy
5,361
+1,689
+46% +$457K ﹤0.01% 1439
2025
Q2 		$1.04M Sell
3,672
-590
-14% -$166K ﹤0.01% 1503
2025
Q1 		$1.31M Buy
4,262
+164
+4% +$47.9K ﹤0.01% 1312
2024
Q4 		$1.19M Buy
4,098
+79
+2% +$23.3K ﹤0.01% 1337
2024
Q3 		$1.19M Buy
4,019
+1,719
+75% +$499K ﹤0.01% 1320
2024
Q2 		$626K Sell
2,300
-577
-20% -$148K ﹤0.01% 1439
2024
Q1 		$704K Buy
2,877
+1,254
+77% +$298K ﹤0.01% 1440
2023
Q4 		$402K Buy
1,623
+358
+28% +$79K ﹤0.01% 1363
2023
Q3 		$268K Sell
1,265
-459
-27% -$108K ﹤0.01% 1187
2023
Q2 		$404K Sell
1,724
-12
-0.7% -$2.62K ﹤0.01% 1275
2023
Q1 		$2.06M Buy
1,736
+57
+3% +$12.6K ﹤0.01% 718
2022
Q4 		$356K Buy
+1,679
New +$367K ﹤0.01% 1084

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 $3.38T AUM 44.17% 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

Cerity Partners's ESS Position: Q2 2026 in Review

Cerity Partners increased its Essex Property Trust (ESS) stake by 190% in Q2 2026, buying an estimated $2.91M and bringing the position to 16,558 shares worth $4.83M. The position accounts for 0.01% of the portfolio, ranked #1117.

Cerity Partners first reported a position in ESS in Q4 2022 and has held it in 15 quarters since. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Cerity Partners held 16,558 shares of Essex Property Trust worth $4.83M as of Q2 2026.
  • Cerity Partners bought 10,841 Essex Property Trust shares in Q2 2026, an estimated $2.91M.
  • Essex Property Trust made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1117 holding.
  • Cerity Partners first reported a position in Essex Property Trust in Q4 2022 and has held it in 15 quarters since.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.