Concurrent Investment Advisors’s Essex Property Trust ESS Stock Holding History

Concurrent Investment 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 Q2	$400K	Buy	1,372 +284	+26%	+$76.3K	﹤0.01%	1535
2026 Q1	$263K	Sell	1,088 -1,100	-50%	-$277K	﹤0.01%	1582
2025 Q4	$573K	Buy	2,188 +161	+8%	+$41.7K	0.01%	1088
2025 Q3	$543K	Buy	2,027 +60	+3%	+$16.2K	0.01%	884
2025 Q2	$557K	Buy	1,967 +56	+3%	+$15.7K	0.01%	812
2025 Q1	$586K	Buy	1,911 +1,130	+145%	+$330K	0.01%	701
2024 Q4	$223K	Sell	781 -12	-2%	-$3.54K	0.01%	950
2024 Q3	$234K	Buy	793 +3	+0.4%	+$870	0.01%	878
2024 Q2	$215K	Buy	+790	New	+$203K	0.01%	851

Other funds holding ESS

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors's ESS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Essex Property Trust (ESS) stake by 26% in Q2 2026, buying an estimated $76.3K and bringing the position to 1,372 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Concurrent Investment Advisors first reported a position in ESS in Q2 2024 and has held it in 9 quarters since. The position peaked at $586K in Q1 2025. 206 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Concurrent Investment Advisors held 1,372 shares of Essex Property Trust worth $400K as of Q2 2026.
Concurrent Investment Advisors bought 284 Essex Property Trust shares in Q2 2026, an estimated $76.3K.
Essex Property Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1535 holding.
Concurrent Investment Advisors first reported a position in Essex Property Trust in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Essex Property Trust position peaked at $586K in Q1 2025.
206 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.