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 Q2	–	Sell	-1,402	Closed	-$339K	–	1013
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's ESS Position: Q2 2026 in Review

Edgestream Partners sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 1,402 shares — an estimated $339K sold.

Edgestream Partners first reported a position in ESS in Q2 2021 and held it in 8 quarters. The position peaked at $7.33M in Q4 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Edgestream Partners reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 1,402 Essex Property Trust shares in Q2 2026, an estimated $339K.
Edgestream Partners first reported a position in Essex Property Trust in Q2 2021 and held it in 8 quarters.
Edgestream Partners's Essex Property Trust position peaked at $7.33M in Q4 2025.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.