Edgestream Partners’s Essex Property Trust ESS Stock Holding History

Edgestream Partners’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	$339K	Sell	1,402 -26,597	-95%	-$6.71M	0.01%	786
2025 Q4	$7.33M	Buy	27,999 +21,687	+344%	+$5.61M	0.21%	137
2025 Q3	$1.69M	Buy	+6,312	New	+$1.71M	0.05%	569
2024 Q4	–	Sell	-22,898	Closed	-$6.76M	–	922
2024 Q3	$6.76M	Buy	22,898 +21,270	+1,307%	+$6.17M	0.3%	68
2024 Q2	$443K	Buy	+1,628	New	+$418K	0.02%	688
2023 Q3	–	Sell	-1,348	Closed	-$316K	–	855
2023 Q2	$316K	Buy	+1,348	New	+$295K	0.03%	622
2022 Q3	–	Sell	-1,098	Closed	-$287K	–	497
2022 Q2	$287K	Buy	+1,098	New	+$332K	0.02%	452
2021 Q3	–	Sell	-1,327	Closed	-$398K	–	522
2021 Q2	$398K	Buy	+1,327	New	+$391K	0.02%	370

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

Edgestream Partners's ESS Position: Q1 2026 in Review

Edgestream Partners reduced its Essex Property Trust (ESS) stake by 95% in Q1 2026, selling an estimated $6.71M and leaving 1,402 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #786.

Edgestream Partners first reported a position in ESS in Q2 2021 and has held it in 8 quarters since. The position peaked at $7.33M in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Edgestream Partners held 1,402 shares of Essex Property Trust worth $339K as of Q1 2026.
Edgestream Partners sold 26,597 Essex Property Trust shares in Q1 2026, an estimated $6.71M.
Essex Property Trust made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #786 holding.
Edgestream Partners first reported a position in Essex Property Trust in Q2 2021 and has held it in 8 quarters since.
Edgestream Partners's Essex Property Trust position peaked at $7.33M in Q4 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.