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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA Family Office's ESS Position: Q1 2026 in Review

CVA Family Office reduced its Essex Property Trust (ESS) stake by 67% in Q1 2026, selling an estimated $5.55K and leaving 11 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

CVA Family Office first reported a position in ESS in Q3 2020 and has held it in 20 quarters since. The position peaked at $60K in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

CVA Family Office held 11 shares of Essex Property Trust worth $2.66K as of Q1 2026.
CVA Family Office sold 22 Essex Property Trust shares in Q1 2026, an estimated $5.55K.
Essex Property Trust made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1445 holding.
CVA Family Office first reported a position in Essex Property Trust in Q3 2020 and has held it in 20 quarters since.
CVA Family Office's Essex Property Trust position peaked at $60K in Q1 2022.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.