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Empowered Funds’s Essex Property Trust ESS Stock Holding History

Empowered Funds’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 		$415K Sell
1,422
-673
-32% -$181K ﹤0.01% 1748
2026
Q1 		$507K Buy
+2,095
New +$528K ﹤0.01% 1639
2025
Q4 		– Sell
-1,370
Closed -$367K – 1275
2025
Q3 		$367K Sell
1,370
-31
-2% -$8.38K ﹤0.01% 1529
2025
Q2 		$397K Buy
1,401
+186
+15% +$52.2K ﹤0.01% 1401
2025
Q1 		$372K Buy
1,215
+20
+2% +$5.84K 0.01% 1332
2024
Q4 		$338K Buy
1,195
+38
+3% +$11.2K ﹤0.01% 1335
2024
Q3 		$342K Buy
1,157
+312
+37% +$90.5K 0.01% 1218
2024
Q2 		$230K Buy
845
+23
+3% +$5.9K ﹤0.01% 1269
2024
Q1 		$201K Buy
+822
New +$196K ﹤0.01% 1308

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empowered Funds's ESS Position: Q2 2026 in Review

Empowered Funds reduced its Essex Property Trust (ESS) stake by 32% in Q2 2026, selling an estimated $181K and leaving 1,422 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Empowered Funds first reported a position in ESS in Q1 2024 and has held it in 9 quarters since. The position peaked at $507K in Q1 2026. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Empowered Funds held 1,422 shares of Essex Property Trust worth $415K as of Q2 2026.
  • Empowered Funds sold 673 Essex Property Trust shares in Q2 2026, an estimated $181K.
  • Essex Property Trust made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1748 holding.
  • Empowered Funds first reported a position in Essex Property Trust in Q1 2024 and has held it in 9 quarters since.
  • Empowered Funds's Essex Property Trust position peaked at $507K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.