CIBC Private Wealth Group
ESS icon

CIBC Private Wealth Group’s Essex Property Trust ESS Stock Holding History

CIBC Private Wealth Group’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 		$1.97M Sell
7,523
-3,856
-34% -$998K ﹤0.01% 573
2025
Q3 		$3.05M Sell
11,379
-1,906
-14% -$515K 0.01% 506
2025
Q2 		$3.76M Sell
13,285
-4,120
-24% -$1.16M 0.01% 468
2025
Q1 		$4.43M Sell
17,405
-9,075
-34% -$2.65M 0.01% 419
2024
Q4 		$7.22M Sell
26,480
-4,584
-15% -$1.35M 0.01% 370
2024
Q3 		$9.18M Sell
31,064
-1,779
-5% -$516K 0.02% 353
2024
Q2 		$8.97M Sell
32,843
-4,046
-11% -$1.04M 0.02% 332
2024
Q1 		$8.84M Buy
36,889
+160
+0.4% +$38.1K 0.02% 339
2023
Q4 		$9.11M Sell
36,729
-27
-0.1% -$5.96K 0.02% 325
2023
Q3 		$7.8M Sell
36,756
-9,339
-20% -$2.19M 0.02% 338
2023
Q2 		$10.8M Sell
46,095
-1,399
-3% -$306K 0.02% 318
2023
Q1 		$5.33M Buy
47,494
+60
+0.1% +$13.2K 0.01% 387
2022
Q4 		$10.1M Sell
47,434
-100
-0.2% -$21.9K 0.03% 266
2022
Q3 		$11.5M Sell
47,534
-4,166
-8% -$1.13M 0.03% 290
2022
Q2 		$13.5M Sell
51,700
-4
-0% -$1.21K 0.04% 273
2022
Q1 		$17.9M Sell
51,704
-36
-0.1% -$12K 0.04% 263
2021
Q4 		$18.2M Sell
51,740
-790
-2% -$269K 0.04% 276
2021
Q3 		$16.8M Sell
52,530
-516
-1% -$167K 0.04% 284
2021
Q2 		$15.9M Hold
53,046
– – 0.04% 294
2021
Q1 		$14.4M Sell
53,046
-39
-0.1% -$10.1K 0.04% 295
2020
Q4 		$12.6M Sell
53,085
-16
-0% -$3.69K 0.03% 301
2020
Q3 		$10.7M Sell
53,101
-623
-1% -$136K 0.03% 289
2020
Q2 		$12.3M Sell
53,724
-80
-0.1% -$19.2K 0.06% 208
2020
Q1 		$11.8M Sell
53,804
-12
-0% -$3.45K 0.05% 227
2019
Q4 		$16.2M Sell
53,816
-43
-0.1% -$13.6K 0.05% 227
2019
Q3 		$17.6M Buy
53,859
+57
+0.1% +$17.8K 0.06% 212
2019
Q2 		$15.7M Sell
53,802
-785
-1% -$226K 0.06% 236
2019
Q1 		$15.8M Hold
54,587
– – 0.06% 229
2018
Q4 		$13.4M Buy
54,587
+36
+0.1% +$9.08K 0.06% 232
2018
Q3 		$13.5M Sell
54,551
-327
-0.6% -$78.8K 0.05% 261
2018
Q2 		$13.1M Sell
54,878
-272
-0.5% -$64.8K 0.05% 255
2018
Q1 		$13.3M Buy
55,150
+290
+0.5% +$66.9K 0.06% 254
2017
Q4 		$13.2M Buy
54,860
+296
+0.5% +$74.7K 0.06% 256
2017
Q3 		$13.9M Buy
54,564
+5
+0% +$1.31K 0.06% 246
2017
Q2 		$14M Buy
54,559
+14
+0% +$3.52K 0.09% 177
2017
Q1 		$12.6M Sell
54,545
-24,974
-31% -$5.73M 0.08% 186
2016
Q4 		$18.5M Sell
79,519
-26,123
-25% -$5.65M 0.12% 137
2016
Q3 		$23.5M Hold
105,642
– – 0.16% 119
2016
Q2 		$24.1M Buy
+105,642
New +$23.6M 0.18% 116

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIBC Private Wealth Group's ESS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Essex Property Trust (ESS) stake by 34% in Q4 2025, selling an estimated $998K and leaving 7,523 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #573.

CIBC Private Wealth Group first reported a position in ESS in Q2 2016 and has held it in 39 quarters since. The position peaked at $24.1M in Q2 2016. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • CIBC Private Wealth Group held 7,523 shares of Essex Property Trust worth $1.97M as of Q4 2025.
  • CIBC Private Wealth Group sold 3,856 Essex Property Trust shares in Q4 2025, an estimated $998K.
  • Essex Property Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #573 holding.
  • CIBC Private Wealth Group first reported a position in Essex Property Trust in Q2 2016 and has held it in 39 quarters since.
  • CIBC Private Wealth Group's Essex Property Trust position peaked at $24.1M in Q2 2016.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.