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 Q2	$48.8K	Buy	167 +4	+2%	+$1.07K	﹤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

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

CoreCap Advisors's ESS Position: Q2 2026 in Review

CoreCap Advisors increased its Essex Property Trust (ESS) stake by 2.5% in Q2 2026, buying an estimated $1.07K and bringing the position to 167 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

CoreCap Advisors first reported a position in ESS in Q4 2021 and has held it in 12 quarters since. The position peaked at $104K in Q4 2024. 84 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

CoreCap Advisors held 167 shares of Essex Property Trust worth $48.8K as of Q2 2026.
CoreCap Advisors bought 4 Essex Property Trust shares in Q2 2026, an estimated $1.07K.
Essex Property Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1416 holding.
CoreCap Advisors first reported a position in Essex Property Trust in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Essex Property Trust position peaked at $104K in Q4 2024.
84 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.