DWT
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Dorsey & Whitney Trust’s Essex Property Trust ESS Stock Holding History

Dorsey & Whitney Trust’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 		– Sell
-814
Closed -$213K – 725
2025
Q4 		$213K Buy
814
+40
+5% +$10.4K 0.01% 665
2025
Q3 		$207K Buy
774
+65
+9% +$17.6K 0.01% 657
2025
Q2 		$201K Sell
709
-10
-1% -$2.81K 0.01% 657
2025
Q1 		$220K Buy
719
+2
+0.3% +$584 0.01% 613
2024
Q4 		$205K Buy
+717
New +$212K 0.01% 644

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dorsey & Whitney Trust's ESS Position: Q1 2026 in Review

Dorsey & Whitney Trust sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 814 shares — an estimated $213K sold.

Dorsey & Whitney Trust first reported a position in ESS in Q4 2024 and held it in 5 quarters. The position peaked at $220K in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Dorsey & Whitney Trust reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 814 Essex Property Trust shares in Q1 2026, an estimated $213K.
  • Dorsey & Whitney Trust first reported a position in Essex Property Trust in Q4 2024 and held it in 5 quarters.
  • Dorsey & Whitney Trust's Essex Property Trust position peaked at $220K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.