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
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 $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

Cerity Partners's ESS Position: Q1 2026 in Review

Cerity Partners reduced its Essex Property Trust (ESS) stake by 15% in Q1 2026, selling an estimated $260K and leaving 5,717 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Cerity Partners first reported a position in ESS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06M in Q1 2023. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Cerity Partners held 5,717 shares of Essex Property Trust worth $1.38M as of Q1 2026.
  • Cerity Partners sold 1,029 Essex Property Trust shares in Q1 2026, an estimated $260K.
  • Essex Property Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1674 holding.
  • Cerity Partners first reported a position in Essex Property Trust in Q4 2022 and has held it in 14 quarters since.
  • Cerity Partners's Essex Property Trust position peaked at $2.06M in Q1 2023.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.