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Contravisory Investment Management’s Essex Property Trust ESS Stock Holding History

Contravisory Investment Management’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
Q3 		– Sell
-1,648
Closed -$467K – 384
2025
Q2 		$467K Sell
1,648
-7
-0.4% -$1.97K 0.09% 169
2025
Q1 		$507K Buy
1,655
+2
+0.1% +$584 0.11% 144
2024
Q4 		$472K Hold
1,653
– – 0.1% 149
2024
Q3 		$488K Buy
+1,653
New +$480K 0.1% 139
2022
Q4 		– Sell
-1,294
Closed -$313K – 319
2022
Q3 		$313K Hold
1,294
– – 0.1% 125
2022
Q2 		$338K Buy
+1,294
New +$392K 0.11% 122
2018
Q1 		– Sell
-1,180
Closed -$285K – 368
2017
Q4 		$285K Buy
1,180
+135
+13% +$34.1K 0.1% 117
2017
Q3 		$265K Buy
1,045
+10
+1% +$2.61K 0.09% 110
2017
Q2 		$266K Buy
1,035
+694
+204% +$174K 0.1% 98
2017
Q1 		$79K Buy
341
+217
+175% +$49.8K 0.03% 169
2016
Q4 		$29K Buy
124
+59
+91% +$12.8K 0.01% 149
2016
Q3 		$14K Buy
+65
New +$14.8K ﹤0.01% 182

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Contravisory Investment Management's ESS Position: Q3 2025 in Review

Contravisory Investment Management sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 1,648 shares — an estimated $467K sold.

Contravisory Investment Management first reported a position in ESS in Q3 2016 and held it in 12 quarters. The position peaked at $507K in Q1 2025. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Contravisory Investment Management reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 1,648 Essex Property Trust shares in Q3 2025, an estimated $467K.
  • Contravisory Investment Management first reported a position in Essex Property Trust in Q3 2016 and held it in 12 quarters.
  • Contravisory Investment Management's Essex Property Trust position peaked at $507K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.