DoubleLine ETF Adviser’s Essex Property Trust ESS Stock Holding History

DoubleLine ETF Adviser’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	$723K	Sell	2,682 -164	-6%	-$46.7K	0.33%	88
2026 Q2	$830K	Sell	2,846 -491	-15%	-$132K	0.34%	83
2026 Q1	$808K	Sell	3,337 -837	-20%	-$211K	0.31%	81
2025 Q4	$1.09M	Buy	4,174 +152	+4%	+$39.3K	0.33%	84
2025 Q3	$1.08M	Buy	4,022 +245	+6%	+$66.2K	0.32%	89
2025 Q2	$1.07M	Buy	3,777 +53	+1%	+$14.9K	0.34%	81
2025 Q1	$1.14M	Sell	3,724 -900	-19%	-$263K	0.38%	77
2024 Q4	$1.32M	Buy	4,624 +38	+0.8%	+$11.2K	0.36%	83
2024 Q3	$1.35M	Buy	+4,586	New	+$1.33M	0.33%	82
2024 Q2	–	Sell	-4,890	Closed	-$1.2M	–	203
2024 Q1	$1.2M	Buy	4,890 +448	+10%	+$107K	0.3%	86
2023 Q4	$1.1M	Buy	+4,442	New	+$980K	0.32%	79
2023 Q2	–	Sell	-3,262	Closed	-$682K	–	193
2023 Q1	$682K	Buy	3,262 +388	+14%	+$85.6K	0.29%	79
2022 Q4	$609K	Buy	+2,874	New	+$628K	0.31%	85

Other funds holding ESS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

DoubleLine ETF Adviser's ESS Position: Q3 2026 in Review

DoubleLine ETF Adviser reduced its Essex Property Trust (ESS) stake by 5.8% in Q3 2026, selling an estimated $46.7K and leaving 2,682 shares worth $723K. The position accounts for 0.33% of the portfolio, ranked #88.

DoubleLine ETF Adviser first reported a position in ESS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.35M in Q3 2024. 520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

DoubleLine ETF Adviser held 2,682 shares of Essex Property Trust worth $723K as of Q3 2026.
DoubleLine ETF Adviser sold 164 Essex Property Trust shares in Q3 2026, an estimated $46.7K.
Essex Property Trust made up 0.33% of DoubleLine ETF Adviser's portfolio in Q3 2026, its #88 holding.
DoubleLine ETF Adviser first reported a position in Essex Property Trust in Q4 2022 and has held it in 13 quarters since.
DoubleLine ETF Adviser's Essex Property Trust position peaked at $1.35M in Q3 2024.
520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q3 2026, filed 13 Nov 2026.