CX Institutional
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CX Institutional’s Essex Property Trust ESS Stock Holding History

CX Institutional’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
Q3 		$184K Sell
684
-12
-2% -$3.42K 0.01% 764
2026
Q2 		$203K Buy
696
+202
+41% +$54.3K 0.01% 738
2026
Q1 		$120K Sell
494
-282
-36% -$71.1K ﹤0.01% 823
2025
Q4 		$203K Buy
776
+198
+34% +$51.2K 0.01% 707
2025
Q3 		$155K Buy
578
+83
+17% +$22.4K ﹤0.01% 756
2025
Q2 		$140K Sell
495
-1
-0.2% -$281 ﹤0.01% 707
2025
Q1 		$152K Buy
+496
New +$145K 0.01% 671
2022
Q3 		– Sell
-188
Closed -$49K – 675
2022
Q2 		$49K Buy
+188
New +$56.9K ﹤0.01% 678
2021
Q4 		– Sell
-212
Closed -$68K – 511
2021
Q3 		$68K Buy
212
+8
+4% +$2.59K 0.01% 524
2021
Q2 		$61K Buy
204
+31
+18% +$9.14K 0.01% 524
2021
Q1 		$47K Buy
173
+42
+32% +$10.9K ﹤0.01% 503
2020
Q4 		$31K Buy
131
+43
+49% +$9.9K ﹤0.01% 528
2020
Q3 		$18K Buy
88
+16
+22% +$3.48K ﹤0.01% 566
2020
Q2 		$17K Buy
72
+2
+3% +$479 ﹤0.01% 474
2020
Q1 		$15K Sell
70
-14
-17% -$4.02K ﹤0.01% 410
2019
Q4 		$25K Hold
84
– – ﹤0.01% 324
2019
Q3 		$27K Buy
84
+42
+100% +$13.1K ﹤0.01% 341
2019
Q2 		$12K Buy
42
+31
+282% +$8.94K ﹤0.01% 463
2019
Q1 		$3K Buy
+11
New +$3K ﹤0.01% 623

Other funds holding ESS

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

CX Institutional's ESS Position: Q3 2026 in Review

CX Institutional reduced its Essex Property Trust (ESS) stake by 1.7% in Q3 2026, selling an estimated $3.42K and leaving 684 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #764.

CX Institutional first reported a position in ESS in Q1 2019 and has held it in 19 quarters since. The position peaked at $203K in Q2 2026. 117 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • CX Institutional held 684 shares of Essex Property Trust worth $184K as of Q3 2026.
  • CX Institutional sold 12 Essex Property Trust shares in Q3 2026, an estimated $3.42K.
  • Essex Property Trust made up 0.01% of CX Institutional's portfolio in Q3 2026, its #764 holding.
  • CX Institutional first reported a position in Essex Property Trust in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Essex Property Trust position peaked at $203K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.