Citigroup’s Essex Property Trust ESS Stock Holding History

Citigroup’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
2020 Q2	–	Sell	-30,000	Closed	-$6.61M	–	7574
2020 Q1	$6.61M	Sell	30,000 -25,000	-45%	-$7.18M	0.01%	1451
2019 Q4	$16.5M	Buy	55,000 +10,000	+22%	+$3.16M	0.01%	1097
2019 Q3	$14.7M	Buy	45,000 +15,000	+50%	+$4.69M	0.01%	1123
2019 Q2	$8.76M	Sell	30,000 -15,000	-33%	-$4.32M	0.01%	1494
2019 Q1	$13M	Buy	+45,000	New	+$12.3M	0.01%	1090

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup's ESS Position: Q1 2026 in Review

Citigroup increased its Essex Property Trust (ESS) stake by 15% in Q1 2026, buying an estimated $9.64M and bringing the position to 286,027 shares worth $69.2M. The position accounts for 0.03% of the portfolio, ranked #530.

Citigroup first reported a position in ESS in Q2 2013 and has held it in 52 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Citigroup held 286,027 shares of Essex Property Trust worth $69.2M as of Q1 2026.
Citigroup bought 38,223 Essex Property Trust shares in Q1 2026, an estimated $9.64M.
Essex Property Trust made up 0.03% of Citigroup's portfolio in Q1 2026, its #530 holding.
Citigroup first reported a position in Essex Property Trust in Q2 2013 and has held it in 52 quarters since.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.