CI Investments Inc
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CI Investments Inc’s Essex Property Trust ESS Stock Holding History

CI Investments 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
2025
Q4 		– Sell
-236
Closed -$63K – 844
2025
Q3 		$63K Buy
236
+8
+4% +$2.16K ﹤0.01% 977
2025
Q2 		$65K Sell
228
-3
-1% -$843 ﹤0.01% 987
2025
Q1 		$71K Sell
231
-11
-5% -$3.21K ﹤0.01% 994
2024
Q4 		$69K Sell
242
-522
-68% -$154K ﹤0.01% 1003
2024
Q3 		$226K Buy
764
+76
+11% +$22K ﹤0.01% 631
2024
Q2 		$187K Sell
688
-5
-0.7% -$1.28K ﹤0.01% 642
2024
Q1 		$170K Buy
693
+116
+20% +$27.6K ﹤0.01% 745
2023
Q4 		$143K Buy
577
+16
+3% +$3.53K ﹤0.01% 758
2023
Q3 		$119K Buy
561
+5
+0.9% +$1.17K ﹤0.01% 793
2023
Q2 		$130K Sell
556
-13
-2% -$2.84K ﹤0.01% 718
2023
Q1 		$119K Buy
569
+28
+5% +$6.18K ﹤0.01% 700
2022
Q4 		$115K Buy
541
+459
+560% +$100K ﹤0.01% 709
2022
Q3 		$20K Buy
82
+74
+925% +$20K ﹤0.01% 1030
2022
Q2 		$2K Hold
8
– – ﹤0.01% 1146
2022
Q1 		$3K Hold
8
– – ﹤0.01% 1180
2021
Q4 		$3K Hold
8
– – ﹤0.01% 1151
2021
Q3 		$3K Buy
+8
New +$2.59K ﹤0.01% 1116
2020
Q2 		– Sell
-5,270
Closed -$1.16M – 642
2020
Q1 		$1.16M Sell
5,270
-624
-11% -$179K 0.01% 340
2019
Q4 		$1.77M Sell
5,894
-353
-6% -$112K 0.01% 329
2019
Q3 		$2.04M Buy
+6,247
New +$1.95M 0.01% 329

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CI Investments Inc's ESS Position: Q4 2025 in Review

CI Investments Inc sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 236 shares — an estimated $63K sold.

CI Investments Inc first reported a position in ESS in Q3 2019 and held it in 20 quarters. The position peaked at $2.04M in Q3 2019. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • CI Investments Inc reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 236 Essex Property Trust shares in Q4 2025, an estimated $63K.
  • CI Investments Inc first reported a position in Essex Property Trust in Q3 2019 and held it in 20 quarters.
  • CI Investments Inc's Essex Property Trust position peaked at $2.04M in Q3 2019.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.