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ESS icon

Covestor’s Essex Property Trust ESS Stock Holding History

Covestor’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 		$8K Sell
28
-148
-84% -$39.8K ﹤0.01% 1724
2026
Q1 		$43K Sell
176
-94
-35% -$23.7K 0.03% 794
2025
Q4 		$71K Buy
270
+203
+303% +$52.5K 0.04% 757
2025
Q3 		$18K Sell
67
-94
-58% -$25.4K 0.01% 1307
2025
Q2 		$46K Buy
161
+112
+229% +$31.5K 0.03% 917
2025
Q1 		$15K Hold
49
– – 0.01% 1285
2024
Q4 		$14K Hold
49
– – 0.01% 1342
2024
Q3 		$15K Sell
49
-3
-6% -$870 0.01% 1318
2024
Q2 		$14K Hold
52
– – 0.01% 1331
2024
Q1 		$13K Sell
52
-1
-2% -$238 0.01% 1379
2023
Q4 		$13K Buy
53
+2
+4% +$441 0.01% 1381
2023
Q3 		$11K Sell
51
-2
-4% -$469 0.01% 1373
2023
Q2 		$13K Hold
53
– – 0.01% 1317
2023
Q1 		$11K Sell
53
-2
-4% -$441 0.01% 1260
2022
Q4 		$12K Sell
55
-1
-2% -$219 0.01% 1233
2022
Q3 		$14K Sell
56
-2
-3% -$541 0.01% 1120
2022
Q2 		$15K Sell
58
-1
-2% -$303 0.01% 1055
2022
Q1 		$21K Buy
59
+27
+84% +$9.02K 0.01% 1047
2021
Q4 		$11K Buy
+32
New +$10.9K 0.02% 987

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Covestor's ESS Position: Q2 2026 in Review

Covestor reduced its Essex Property Trust (ESS) stake by 84% in Q2 2026, selling an estimated $39.8K and leaving 28 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Covestor first reported a position in ESS in Q4 2021 and has held it in 19 quarters since. The position peaked at $71K in Q4 2025. 364 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Covestor held 28 shares of Essex Property Trust worth $8K as of Q2 2026.
  • Covestor sold 148 Essex Property Trust shares in Q2 2026, an estimated $39.8K.
  • Essex Property Trust made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1724 holding.
  • Covestor first reported a position in Essex Property Trust in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Essex Property Trust position peaked at $71K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.