EH
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Equitable Holdings’s Essex Property Trust ESS Stock Holding History

Equitable Holdings’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 		– Sell
-1,024
Closed -$268K – 1713
2025
Q4 		$268K Buy
1,024
+141
+16% +$36.5K ﹤0.01% 1375
2025
Q3 		$236K Buy
883
+130
+17% +$35.1K ﹤0.01% 1378
2025
Q2 		$213K Buy
+753
New +$212K ﹤0.01% 1347

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Equitable Holdings's ESS Position: Q1 2026 in Review

Equitable Holdings sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 1,024 shares — an estimated $268K sold.

Equitable Holdings first reported a position in ESS in Q2 2025 and held it in 3 quarters. The position peaked at $268K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Equitable Holdings reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 1,024 Essex Property Trust shares in Q1 2026, an estimated $268K.
  • Equitable Holdings first reported a position in Essex Property Trust in Q2 2025 and held it in 3 quarters.
  • Equitable Holdings's Essex Property Trust position peaked at $268K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.