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Claro Advisors’s Essex Property Trust ESS Stock Holding History

Claro Advisors’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 		$556K Buy
2,298
+24
+1% +$6.05K 0.07% 222
2025
Q4 		$595K Buy
2,274
+20
+0.9% +$5.18K 0.08% 201
2025
Q3 		$603K Buy
2,254
+23
+1% +$6.22K 0.09% 193
2025
Q2 		$632K Sell
2,231
-16
-0.7% -$4.49K 0.1% 176
2025
Q1 		$689K Buy
2,247
+46
+2% +$13.4K 0.09% 205
2024
Q4 		$628K Buy
2,201
+20
+0.9% +$5.91K 0.08% 212
2024
Q3 		$644K Buy
2,181
+21
+1% +$6.09K 0.08% 228
2024
Q2 		$588K Buy
2,160
+26
+1% +$6.67K 0.09% 217
2024
Q1 		$522K Buy
2,134
+19
+0.9% +$4.52K 0.09% 229
2023
Q4 		$524K Sell
2,115
-537
-20% -$118K 0.11% 206
2023
Q3 		$562K Buy
2,652
+24
+0.9% +$5.63K 0.14% 179
2023
Q2 		$616K Buy
2,628
+28
+1% +$6.12K 0.15% 165
2023
Q1 		$544K Buy
2,600
+20
+0.8% +$4.41K 0.16% 161
2022
Q4 		$547K Buy
2,580
+50
+2% +$10.9K 0.18% 140
2022
Q3 		$662K Hold
2,530
– – 0.26% 93
2022
Q2 		$662K Buy
2,530
+24
+1% +$7.26K 0.26% 93
2022
Q1 		$883K Hold
2,506
– – 0.32% 81
2021
Q4 		$883K Buy
2,506
+16
+0.6% +$5.45K 0.32% 81
2021
Q3 		$796K Buy
2,490
+16
+0.6% +$5.18K 0.33% 78
2021
Q2 		$742K Buy
2,474
+17
+0.7% +$5.01K 0.33% 79
2021
Q1 		$668K Buy
2,457
+21
+0.9% +$5.45K 0.34% 80
2020
Q4 		$578K Buy
2,436
+29
+1% +$6.69K 0.31% 89
2020
Q3 		$483K Buy
2,407
+18
+0.8% +$3.92K 0.31% 96
2020
Q2 		$547K Buy
2,389
+25
+1% +$5.99K 0.38% 75
2020
Q1 		$521K Buy
2,364
+20
+0.9% +$5.75K 0.49% 61
2019
Q4 		$705K Buy
2,344
+14
+0.6% +$4.42K 0.54% 53
2019
Q3 		$761K Buy
2,330
+14
+0.6% +$4.38K 0.68% 42
2019
Q2 		$676K Buy
2,316
+15
+0.7% +$4.32K 0.62% 44
2019
Q1 		$665K Buy
2,301
+33
+1% +$9K 0.66% 46
2018
Q4 		$559K Buy
+2,268
New +$572K 0.45% 50

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

Claro Advisors's ESS Position: Q1 2026 in Review

Claro Advisors increased its Essex Property Trust (ESS) stake by 1.1% in Q1 2026, buying an estimated $6.05K and bringing the position to 2,298 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #222.

Claro Advisors first reported a position in ESS in Q4 2018 and has held it in 30 quarters since. The position peaked at $883K in Q1 2022. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Claro Advisors held 2,298 shares of Essex Property Trust worth $556K as of Q1 2026.
  • Claro Advisors bought 24 Essex Property Trust shares in Q1 2026, an estimated $6.05K.
  • Essex Property Trust made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #222 holding.
  • Claro Advisors first reported a position in Essex Property Trust in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Essex Property Trust position peaked at $883K in Q1 2022.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.