Clifford Swan Investment Counsel’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.97M | Sell |
6,773
-65
| -1% | -$17.5K | 0.06% | 157 |
|
|
2026
Q1 | $1.65M | Sell |
6,838
-100
| -1% | -$25.2K | 0.06% | 154 |
|
|
2025
Q4 | $1.82M | Hold |
6,938
| – | – | 0.06% | 155 |
|
|
2025
Q3 | $1.86M | Hold |
6,938
| – | – | 0.06% | 150 |
|
|
2025
Q2 | $1.97M | Sell |
6,938
-198
| -3% | -$55.6K | 0.07% | 147 |
|
|
2025
Q1 | $2.19M | Sell |
7,136
-457
| -6% | -$134K | 0.08% | 140 |
|
|
2024
Q4 | $2.17M | Sell |
7,593
-118
| -2% | -$34.9K | 0.08% | 141 |
|
|
2024
Q3 | $2.28M | Sell |
7,711
-299
| -4% | -$86.7K | 0.08% | 141 |
|
|
2024
Q2 | $2.18M | Sell |
8,010
-241
| -3% | -$61.9K | 0.08% | 137 |
|
|
2024
Q1 | $2.02M | Sell |
8,251
-450
| -5% | -$107K | 0.08% | 141 |
|
|
2023
Q4 | $2.16M | Sell |
8,701
-417
| -5% | -$92K | 0.08% | 140 |
|
|
2023
Q3 | $1.93M | Sell |
9,118
-68
| -0.7% | -$15.9K | 0.08% | 139 |
|
|
2023
Q2 | $2.15M | Sell |
9,186
-153
| -2% | -$33.4K | 0.09% | 137 |
|
|
2023
Q1 | $1.95M | Sell |
9,339
-150
| -2% | -$33.1K | 0.08% | 137 |
|
|
2022
Q4 | $2.01M | Sell |
9,489
-187
| -2% | -$40.9K | 0.09% | 131 |
|
|
2022
Q3 | $2.34M | Hold |
9,676
| – | – | 0.11% | 123 |
|
|
2022
Q2 | $2.53M | Buy |
9,676
+17
| +0.2% | +$5.14K | 0.11% | 122 |
|
|
2022
Q1 | $3.34M | Hold |
9,659
| – | – | 0.12% | 119 |
|
|
2021
Q4 | $3.4M | Hold |
9,659
| – | – | 0.12% | 123 |
|
|
2021
Q3 | $3.25M | Sell |
9,659
-344
| -3% | -$111K | 0.12% | 123 |
|
|
2021
Q2 | $3.24M | Sell |
10,003
-69
| -0.7% | -$20.4K | 0.12% | 119 |
|
|
2021
Q1 | $2.74M | Sell |
10,072
-110
| -1% | -$28.5K | 0.11% | 123 |
|
|
2020
Q4 | $2.42M | Sell |
10,182
-163
| -2% | -$37.6K | 0.11% | 127 |
|
|
2020
Q3 | $2.08M | Buy |
10,345
+50
| +0.5% | +$10.9K | 0.1% | 129 |
|
|
2020
Q2 | $2.36M | Sell |
10,295
-251
| -2% | -$60.2K | 0.12% | 122 |
|
|
2020
Q1 | $2.32M | Sell |
10,546
-2
| -0% | -$575 | 0.14% | 116 |
|
|
2019
Q4 | $3.17M | Hold |
10,548
| – | – | 0.15% | 114 |
|
|
2019
Q3 | $3.45M | Sell |
10,548
-287
| -3% | -$89.7K | 0.18% | 108 |
|
|
2019
Q2 | $3.16M | Sell |
10,835
-50
| -0.5% | -$14.4K | 0.17% | 111 |
|
|
2019
Q1 | $3.15M | Sell |
10,885
-322
| -3% | -$87.9K | 0.17% | 112 |
|
|
2018
Q4 | $2.75M | Sell |
11,207
-424
| -4% | -$107K | 0.17% | 109 |
|
|
2018
Q3 | $2.87M | Hold |
11,631
| – | – | 0.15% | 114 |
|
|
2018
Q2 | $2.78M | Sell |
11,631
-90
| -0.8% | -$21.4K | 0.16% | 114 |
|
|
2018
Q1 | $2.82M | Hold |
11,721
| – | – | 0.16% | 111 |
|
|
2017
Q4 | $2.83M | Sell |
11,721
-216
| -2% | -$54.5K | 0.15% | 114 |
|
|
2017
Q3 | $3.03M | Sell |
11,937
-189
| -2% | -$49.4K | 0.18% | 109 |
|
|
2017
Q2 | $3.12M | Sell |
12,126
-61
| -0.5% | -$15.3K | 0.19% | 109 |
|
|
2017
Q1 | $2.82M | Buy |
12,187
+862
| +8% | +$198K | 0.18% | 109 |
|
|
2016
Q4 | $2.63M | Hold |
11,325
| – | – | 0.18% | 107 |
|
|
2016
Q3 | $2.52M | Sell |
11,325
-86
| -0.8% | -$19.6K | 0.17% | 110 |
|
|
2016
Q2 | $2.6M | Sell |
11,411
-108
| -0.9% | -$24.1K | 0.18% | 106 |
|
|
2016
Q1 | $2.69M | Sell |
11,519
-2,396
| -17% | -$526K | 0.18% | 104 |
|
|
2015
Q4 | $3.33M | Sell |
13,915
-1,614
| -10% | -$371K | 0.23% | 95 |
|
|
2015
Q3 | $3.47M | Sell |
15,529
-519
| -3% | -$114K | 0.25% | 90 |
|
|
2015
Q2 | $3.41M | Sell |
16,048
-402
| -2% | -$89K | 0.23% | 94 |
|
|
2015
Q1 | $3.78M | Sell |
16,450
-1,225
| -7% | -$277K | 0.25% | 87 |
|
|
2014
Q4 | $3.65M | Sell |
17,675
-2,986
| -14% | -$592K | 0.24% | 84 |
|
|
2014
Q3 | $3.69M | Sell |
20,661
-716
| -3% | -$135K | 0.25% | 86 |
|
|
2014
Q2 | $3.95M | Buy |
+21,377
| New | +$3.78M | 0.27% | 81 |
|
Other funds holding ESS
Clifford Swan Investment Counsel's ESS Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Essex Property Trust (ESS) stake by 0.95% in Q2 2026, selling an estimated $17.5K and leaving 6,773 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #157.
Clifford Swan Investment Counsel first reported a position in ESS in Q2 2014 and has held it in 49 quarters since. The position peaked at $3.95M in Q2 2014. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Clifford Swan Investment Counsel held 6,773 shares of Essex Property Trust worth $1.97M as of Q2 2026.
- Clifford Swan Investment Counsel sold 65 Essex Property Trust shares in Q2 2026, an estimated $17.5K.
- Essex Property Trust made up 0.06% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #157 holding.
- Clifford Swan Investment Counsel first reported a position in Essex Property Trust in Q2 2014 and has held it in 49 quarters since.
- Clifford Swan Investment Counsel's Essex Property Trust position peaked at $3.95M in Q2 2014.
- 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.