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CWA Asset Management Group’s Essex Property Trust ESS Stock Holding History

CWA Asset Management Group’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
2025
Q4 		– Sell
-815
Closed -$218K – 679
2025
Q3 		$218K Buy
815
+12
+1% +$3.24K 0.01% 623
2025
Q2 		$228K Sell
803
-80
-9% -$22.5K 0.01% 596
2025
Q1 		$271K Buy
883
+80
+10% +$23.4K 0.01% 525
2024
Q4 		$229K Buy
803
+38
+5% +$11.2K 0.01% 530
2024
Q3 		$226K Buy
+765
New +$222K 0.01% 532
2024
Q1 		$312K Buy
1,276
+260
+26% +$61.9K 0.02% 412
2023
Q4 		$252K Buy
+1,016
New +$224K 0.02% 369

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CWA Asset Management Group's ESS Position: Q4 2025 in Review

CWA Asset Management Group sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 815 shares — an estimated $218K sold.

CWA Asset Management Group first reported a position in ESS in Q4 2023 and held it in 7 quarters. The position peaked at $312K in Q1 2024. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • CWA Asset Management Group reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 815 Essex Property Trust shares in Q4 2025, an estimated $218K.
  • CWA Asset Management Group first reported a position in Essex Property Trust in Q4 2023 and held it in 7 quarters.
  • CWA Asset Management Group's Essex Property Trust position peaked at $312K in Q1 2024.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.