Cromwell Holdings’s Essex Property Trust ESS Stock Holding History

Cromwell Holdings’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	$63.5K	Buy	216 +4	+2%	+$1.07K	0.03%	452
2026 Q1	$51.9K	Buy	212 +4	+2%	+$1.01K	0.03%	466
2025 Q4	$54.4K	Buy	208 +10	+5%	+$2.59K	0.03%	450
2025 Q3	$53.5K	Sell	198 -8	-4%	-$2.16K	0.03%	463
2025 Q2	$58.9K	Buy	206 +6	+3%	+$1.69K	0.04%	430
2025 Q1	$61.8K	Buy	200 +4	+2%	+$1.17K	0.04%	402
2024 Q4	$55.9K	Hold	196	–	–	0.03%	426
2024 Q3	$58.4K	Hold	196	–	–	0.04%	416
2024 Q2	$53.8K	Buy	+196	New	+$50.3K	0.03%	419

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

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

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

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Cromwell Holdings's ESS Position: Q2 2026 in Review

Cromwell Holdings increased its Essex Property Trust (ESS) stake by 1.9% in Q2 2026, buying an estimated $1.07K and bringing the position to 216 shares worth $63.5K. The position accounts for 0.03% of the portfolio, ranked #452.

Cromwell Holdings first reported a position in ESS in Q2 2024 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Cromwell Holdings held 216 shares of Essex Property Trust worth $63.5K as of Q2 2026.
Cromwell Holdings bought 4 Essex Property Trust shares in Q2 2026, an estimated $1.07K.
Essex Property Trust made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #452 holding.
Cromwell Holdings first reported a position in Essex Property Trust in Q2 2024 and has held it in 9 quarters since.
78 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.