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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DoubleLine ETF Adviser's ESS Position: Q1 2026 in Review

DoubleLine ETF Adviser reduced its Essex Property Trust (ESS) stake by 20% in Q1 2026, selling an estimated $211K and leaving 3,337 shares worth $808K. The position accounts for 0.31% of the portfolio, ranked #81.

DoubleLine ETF Adviser first reported a position in ESS in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.35M in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

DoubleLine ETF Adviser held 3,337 shares of Essex Property Trust worth $808K as of Q1 2026.
DoubleLine ETF Adviser sold 837 Essex Property Trust shares in Q1 2026, an estimated $211K.
Essex Property Trust made up 0.31% of DoubleLine ETF Adviser's portfolio in Q1 2026, its #81 holding.
DoubleLine ETF Adviser first reported a position in Essex Property Trust in Q4 2022 and has held it in 11 quarters since.
DoubleLine ETF Adviser's Essex Property Trust position peaked at $1.35M in Q3 2024.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q1 2026, filed 15 May 2026.