CoreCap Advisors’s Essex Property Trust ESS Stock Holding History

CoreCap 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 Q3	$45K	Hold	167	–	–	﹤0.01%	1454
2026 Q2	$48.8K	Buy	167 +4	+2%	+$1.08K	﹤0.01%	1416
2026 Q1	$39.5K	Hold	163	–	–	﹤0.01%	1406
2025 Q4	$42.7K	Hold	163	–	–	﹤0.01%	1397
2025 Q3	$43.7K	Sell	163 -32	-16%	-$8.65K	﹤0.01%	1378
2025 Q2	$55.3K	Buy	195 +11	+6%	+$3.09K	﹤0.01%	1202
2025 Q1	$56.5K	Sell	184 -181	-50%	-$52.9K	﹤0.01%	1125
2024 Q4	$104K	Buy	365 +55	+18%	+$16.2K	﹤0.01%	915
2024 Q3	$91.5K	Buy	+310	New	+$89.9K	﹤0.01%	952
2024 Q2	–	Sell	-162	Closed	-$39.6K	–	1893
2024 Q1	$39.6K	Buy	+162	New	+$38.6K	﹤0.01%	1201
2022 Q4	$22.3K	Buy	+105	New	+$23K	﹤0.01%	1259
2022 Q3	–	Sell	-105	Closed	-$27K	–	990
2022 Q2	$27K	Buy	+105	New	+$31.8K	﹤0.01%	1135
2022 Q1	–	Sell	-134	Closed	-$47K	–	999
2021 Q4	$47K	Buy	+134	New	+$45.6K	﹤0.01%	1018

Other funds holding ESS

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

CoreCap Advisors's ESS Position: Q3 2026 in Review

CoreCap Advisors held its Essex Property Trust (ESS) position steady in Q3 2026 at 167 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

CoreCap Advisors first reported a position in ESS in Q4 2021 and has held it in 13 quarters since. The position peaked at $104K in Q4 2024. 117 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

CoreCap Advisors held 167 shares of Essex Property Trust worth $45K as of Q3 2026.
CoreCap Advisors left its Essex Property Trust share count unchanged in Q3 2026.
Essex Property Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1454 holding.
CoreCap Advisors first reported a position in Essex Property Trust in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Essex Property Trust position peaked at $104K in Q4 2024.
117 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.