Chevy Chase Trust’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.68M | Sell |
31,747
-906
| -3% | -$229K | 0.02% | 450 |
|
|
2025
Q4 | $8.54M | Sell |
32,653
-216
| -0.7% | -$55.9K | 0.02% | 440 |
|
|
2025
Q3 | $8.8M | Sell |
32,869
-1,166
| -3% | -$315K | 0.02% | 430 |
|
|
2025
Q2 | $9.65M | Buy |
34,035
+330
| +1% | +$92.7K | 0.03% | 412 |
|
|
2025
Q1 | $10.3M | Sell |
33,705
-19
| -0.1% | -$5.55K | 0.03% | 393 |
|
|
2024
Q4 | $9.63M | Sell |
33,724
-710
| -2% | -$210K | 0.03% | 408 |
|
|
2024
Q3 | $10.2M | Sell |
34,434
-628
| -2% | -$182K | 0.03% | 400 |
|
|
2024
Q2 | $9.54M | Sell |
35,062
-496
| -1% | -$127K | 0.03% | 398 |
|
|
2024
Q1 | $8.7M | Sell |
35,558
-295
| -0.8% | -$70.2K | 0.03% | 430 |
|
|
2023
Q4 | $8.89M | Sell |
35,853
-224
| -0.6% | -$49.4K | 0.03% | 416 |
|
|
2023
Q3 | $7.65M | Sell |
36,077
-846
| -2% | -$198K | 0.03% | 419 |
|
|
2023
Q2 | $8.65M | Sell |
36,923
-620
| -2% | -$136K | 0.03% | 406 |
|
|
2023
Q1 | $7.85M | Buy |
37,543
+299
| +0.8% | +$65.9K | 0.03% | 427 |
|
|
2022
Q4 | $7.89M | Sell |
37,244
-2,521
| -6% | -$551K | 0.03% | 416 |
|
|
2022
Q3 | $9.63M | Buy |
39,765
+310
| +0.8% | +$83.9K | 0.04% | 373 |
|
|
2022
Q2 | $10.3M | Buy |
39,455
+219
| +0.6% | +$66.3K | 0.04% | 366 |
|
|
2022
Q1 | $13.6M | Buy |
39,236
+201
| +0.5% | +$67.1K | 0.05% | 341 |
|
|
2021
Q4 | $13.7M | Sell |
39,035
-896
| -2% | -$305K | 0.04% | 349 |
|
|
2021
Q3 | $12.8M | Sell |
39,931
-1,488
| -4% | -$481K | 0.04% | 358 |
|
|
2021
Q2 | $12.4M | Sell |
41,419
-2,202
| -5% | -$649K | 0.04% | 372 |
|
|
2021
Q1 | $11.9M | Sell |
43,621
-3,318
| -7% | -$860K | 0.04% | 383 |
|
|
2020
Q4 | $11.1M | Sell |
46,939
-1,414
| -3% | -$326K | 0.04% | 383 |
|
|
2020
Q3 | $9.71M | Sell |
48,353
-4,287
| -8% | -$934K | 0.04% | 378 |
|
|
2020
Q2 | $12.1M | Sell |
52,640
-3,532
| -6% | -$847K | 0.05% | 330 |
|
|
2020
Q1 | $12.4M | Buy |
56,172
+950
| +2% | +$273K | 0.06% | 293 |
|
|
2019
Q4 | $16.6M | Buy |
55,222
+332
| +0.6% | +$105K | 0.06% | 311 |
|
|
2019
Q3 | $17.9M | Buy |
54,890
+31
| +0.1% | +$9.69K | 0.07% | 277 |
|
|
2019
Q2 | $16M | Buy |
54,859
+77
| +0.1% | +$22.2K | 0.07% | 304 |
|
|
2019
Q1 | $15.5M | Buy |
54,782
+427
| +0.8% | +$117K | 0.06% | 307 |
|
|
2018
Q4 | $13.3M | Buy |
54,355
+141
| +0.3% | +$35.6K | 0.07% | 293 |
|
|
2018
Q3 | $13.4M | Sell |
54,214
-1,339
| -2% | -$322K | 0.06% | 337 |
|
|
2018
Q2 | $13.3M | Sell |
55,553
-250
| -0.4% | -$59.6K | 0.06% | 337 |
|
|
2018
Q1 | $13.4M | Sell |
55,803
-1,419
| -2% | -$327K | 0.06% | 333 |
|
|
2017
Q4 | $13.8M | Sell |
57,222
-332
| -0.6% | -$83.8K | 0.06% | 332 |
|
|
2017
Q3 | $14.6M | Buy |
57,554
+1,041
| +2% | +$272K | 0.07% | 305 |
|
|
2017
Q2 | $14.5M | Buy |
56,513
+5
| +0% | +$1.26K | 0.07% | 306 |
|
|
2017
Q1 | $13.1M | Buy |
56,508
+1,761
| +3% | +$404K | 0.06% | 317 |
|
|
2016
Q4 | $12.7M | Buy |
54,747
+94
| +0.2% | +$20.3K | 0.07% | 303 |
|
|
2016
Q3 | $12.2M | Sell |
54,653
-1,359
| -2% | -$309K | 0.07% | 308 |
|
|
2016
Q2 | $12.8M | Buy |
56,012
+700
| +1% | +$156K | 0.07% | 305 |
|
|
2016
Q1 | $12.9M | Buy |
55,312
+762
| +1% | +$167K | 0.07% | 296 |
|
|
2015
Q4 | $13.1M | Buy |
54,550
+605
| +1% | +$139K | 0.08% | 287 |
|
|
2015
Q3 | $12.1M | Buy |
53,945
+2,182
| +4% | +$481K | 0.08% | 299 |
|
|
2015
Q2 | $11M | Buy |
51,763
+839
| +2% | +$186K | 0.07% | 321 |
|
|
2015
Q1 | $11.7M | Buy |
50,924
+2,656
| +6% | +$601K | 0.07% | 314 |
|
|
2014
Q4 | $9.97M | Sell |
48,268
-106
| -0.2% | -$21K | 0.06% | 340 |
|
|
2014
Q3 | $8.65M | Buy |
48,374
+3,648
| +8% | +$688K | 0.06% | 358 |
|
|
2014
Q2 | $8.27M | Buy |
+44,726
| New | +$7.91M | 0.06% | 366 |
|
Other funds holding ESS
VPM
VCM
Chevy Chase Trust's ESS Position: Q1 2026 in Review
Chevy Chase Trust reduced its Essex Property Trust (ESS) stake by 2.8% in Q1 2026, selling an estimated $229K and leaving 31,747 shares worth $7.68M. The position accounts for 0.02% of the portfolio, ranked #450.
Chevy Chase Trust first reported a position in ESS in Q2 2014 and has held it in 48 quarters since. The position peaked at $17.9M in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.
- Chevy Chase Trust held 31,747 shares of Essex Property Trust worth $7.68M as of Q1 2026.
- Chevy Chase Trust sold 906 Essex Property Trust shares in Q1 2026, an estimated $229K.
- Essex Property Trust made up 0.02% of Chevy Chase Trust's portfolio in Q1 2026, its #450 holding.
- Chevy Chase Trust first reported a position in Essex Property Trust in Q2 2014 and has held it in 48 quarters since.
- Chevy Chase Trust's Essex Property Trust position peaked at $17.9M in Q3 2019.
- 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.