CFO
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CVA Family Office’s Essex Property Trust ESS Stock Holding History

CVA Family Office’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 		$11.7K Buy
40
+29
+264% +$7.79K ﹤0.01% 977
2026
Q1 		$2.66K Sell
11
-22
-67% -$5.55K ﹤0.01% 1445
2025
Q4 		$8.63K Buy
33
+10
+43% +$2.59K ﹤0.01% 823
2025
Q3 		$6.16K Sell
23
-7
-23% -$1.89K ﹤0.01% 867
2025
Q2 		$8.5K Hold
30
– – ﹤0.01% 827
2025
Q1 		$9.2K Sell
30
-28
-48% -$8.18K ﹤0.01% 806
2024
Q4 		$16.6K Buy
58
+31
+115% +$9.16K ﹤0.01% 706
2024
Q3 		$7.98K Buy
27
+8
+42% +$2.32K ﹤0.01% 790
2024
Q2 		$5.17K Buy
19
+14
+280% +$3.59K ﹤0.01% 824
2024
Q1 		$1.22K Hold
5
– – ﹤0.01% 985
2023
Q4 		$1.24K Buy
+5
New +$1.1K ﹤0.01% 959
2023
Q3 		– Sell
-145
Closed -$34K – 463
2023
Q2 		$34K Buy
145
+135
+1,350% +$29.5K 0.01% 520
2023
Q1 		$2.09K Buy
+10
New +$2.21K ﹤0.01% 855
2022
Q4 		– Sell
-20
Closed -$5K – 966
2022
Q3 		$5K Hold
20
– – ﹤0.01% 719
2022
Q2 		$5K Sell
20
-155
-89% -$46.9K ﹤0.01% 743
2022
Q1 		$60K Buy
175
+140
+400% +$46.8K 0.01% 363
2021
Q4 		$12K Sell
35
-60
-63% -$20.4K ﹤0.01% 608
2021
Q3 		$19K Buy
95
+60
+171% +$19.4K 0.01% 264
2021
Q2 		$11K Buy
35
+10
+40% +$2.95K ﹤0.01% 628
2021
Q1 		$7K Buy
+25
New +$6.48K ﹤0.01% 567
2020
Q4 		– Sell
-95
Closed -$19K – 360
2020
Q3 		$19K Buy
+95
New +$20.7K 0.01% 264

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CVA Family Office's ESS Position: Q2 2026 in Review

CVA Family Office increased its Essex Property Trust (ESS) stake by 264% in Q2 2026, buying an estimated $7.79K and bringing the position to 40 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

CVA Family Office first reported a position in ESS in Q3 2020 and has held it in 21 quarters since. The position peaked at $60K in Q1 2022. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • CVA Family Office held 40 shares of Essex Property Trust worth $11.7K as of Q2 2026.
  • CVA Family Office bought 29 Essex Property Trust shares in Q2 2026, an estimated $7.79K.
  • Essex Property Trust made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #977 holding.
  • CVA Family Office first reported a position in Essex Property Trust in Q3 2020 and has held it in 21 quarters since.
  • CVA Family Office's Essex Property Trust position peaked at $60K in Q1 2022.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.