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Choreo LLC’s Essex Property Trust ESS Stock Holding History

Choreo LLC’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 		$496K Buy
2,030
+128
+7% +$32.3K 0.01% 943
2025
Q4 		$502K Sell
1,902
-122
-6% -$31.6K 0.01% 922
2025
Q3 		$547K Buy
2,024
+264
+15% +$71.4K 0.01% 885
2025
Q2 		$503K Buy
1,760
+194
+12% +$54.5K 0.01% 889
2025
Q1 		$484K Buy
1,566
+197
+14% +$57.6K 0.01% 849
2024
Q4 		$388K Sell
1,369
-132
-9% -$39K 0.01% 1040
2024
Q3 		$443K Buy
1,501
+144
+11% +$41.8K 0.01% 968
2024
Q2 		$370K Buy
+1,357
New +$348K 0.01% 979

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

Choreo LLC's ESS Position: Q1 2026 in Review

Choreo LLC increased its Essex Property Trust (ESS) stake by 6.7% in Q1 2026, buying an estimated $32.3K and bringing the position to 2,030 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #943.

Choreo LLC first reported a position in ESS in Q2 2024 and has held it in 8 quarters since. The position peaked at $547K in Q3 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Choreo LLC held 2,030 shares of Essex Property Trust worth $496K as of Q1 2026.
  • Choreo LLC bought 128 Essex Property Trust shares in Q1 2026, an estimated $32.3K.
  • Essex Property Trust made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #943 holding.
  • Choreo LLC first reported a position in Essex Property Trust in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's Essex Property Trust position peaked at $547K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.