DCM
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Davis Capital Management’s Essex Property Trust ESS Stock Holding History

Davis Capital Management’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 		– Sell
-1
Closed -$292 – 1235
2026
Q2 		$292 Buy
+1
New +$269 ﹤0.01% 735
2026
Q1 		– Sell
-1
Closed -$262 – 609
2025
Q4 		$262 Hold
1
– – ﹤0.01% 519
2025
Q3 		$268 Buy
+1
New +$270 ﹤0.01% 518

Other funds holding ESS

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Davis Capital Management's ESS Position: Q3 2026 in Review

Davis Capital Management sold out of Essex Property Trust (ESS) in Q3 2026, closing a stake of 1 share — an estimated $292 sold.

Davis Capital Management first reported a position in ESS in Q3 2025 and held it in 3 quarters. The position peaked at $292 in Q2 2026. 19 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Davis Capital Management reported no remaining Essex Property Trust position as of Q3 2026 after selling out during the quarter.
  • Davis Capital Management sold 1 Essex Property Trust share in Q3 2026, an estimated $292.
  • Davis Capital Management first reported a position in Essex Property Trust in Q3 2025 and held it in 3 quarters.
  • Davis Capital Management's Essex Property Trust position peaked at $292 in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.