Delta Investment Management’s Essex Property Trust ESS Stock Holding History

Delta Investment 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
2025 Q1	–	Sell	-980	Closed	-$280K	–	252
2024 Q4	$280K	Hold	980	–	–	0.05%	203
2024 Q3	$290K	Sell	980 -568	-37%	-$165K	0.06%	188
2024 Q2	$421K	Sell	1,548 -2,126	-58%	-$546K	0.09%	130
2024 Q1	$899K	Sell	3,674 -62	-2%	-$14.8K	0.2%	77
2023 Q4	$926K	Sell	3,736 -1,117	-23%	-$246K	0.23%	62
2023 Q3	$1.03M	Buy	4,853 +150	+3%	+$35.2K	0.29%	53
2023 Q2	$1.1M	Buy	4,703 +2,051	+77%	+$448K	0.3%	52
2023 Q1	$555K	Buy	2,652 +7	+0.3%	+$1.54K	0.16%	83
2022 Q4	$561K	Buy	+2,645	New	+$578K	0.18%	85

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Delta Investment Management's ESS Position: Q1 2025 in Review

Delta Investment Management sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 980 shares — an estimated $280K sold.

Delta Investment Management first reported a position in ESS in Q4 2022 and held it in 9 quarters. The position peaked at $1.1M in Q2 2023. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

Delta Investment Management reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
Delta Investment Management sold 980 Essex Property Trust shares in Q1 2025, an estimated $280K.
Delta Investment Management first reported a position in Essex Property Trust in Q4 2022 and held it in 9 quarters.
Delta Investment Management's Essex Property Trust position peaked at $1.1M in Q2 2023.
625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Delta Investment Management's 13F filing for Q1 2025, filed 14 May 2025.