EI
ESS icon

Ethic Inc’s Essex Property Trust ESS Stock Holding History

Ethic Inc’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 		$1.48M Buy
5,072
+1,742
+52% +$468K 0.02% 606
2026
Q1 		$806K Sell
3,330
-144
-4% -$36.3K 0.01% 717
2025
Q4 		$909K Sell
3,474
-4
-0.1% -$1.03K 0.01% 675
2025
Q3 		$931K Sell
3,478
-2,465
-41% -$666K 0.02% 650
2025
Q2 		$1.7M Buy
5,943
+155
+3% +$43.5K 0.03% 474
2025
Q1 		$1.77M Buy
5,788
+216
+4% +$63.1K 0.04% 444
2024
Q4 		$1.59M Buy
5,572
+605
+12% +$179K 0.03% 477
2024
Q3 		$1.22M Sell
4,967
-190
-4% -$55.1K 0.03% 515
2024
Q2 		$1.4M Buy
5,157
+190
+4% +$48.8K 0.03% 478
2024
Q1 		$1.22M Buy
4,967
+282
+6% +$67.1K 0.03% 518
2023
Q4 		$1.16M Sell
4,685
-82
-2% -$18.1K 0.03% 495
2023
Q3 		$1.01M Buy
4,767
+305
+7% +$71.5K 0.04% 477
2023
Q2 		$1.05M Sell
4,462
-154
-3% -$33.7K 0.04% 440
2023
Q1 		$965K Buy
4,616
+2,161
+88% +$477K 0.04% 457
2022
Q4 		$520K Buy
2,455
+255
+12% +$55.7K 0.03% 565
2022
Q3 		$533K Sell
2,200
-222
-9% -$60.1K 0.04% 476
2022
Q2 		$633K Sell
2,422
-360
-13% -$109K 0.04% 415
2022
Q1 		$961K Buy
2,782
+390
+16% +$130K 0.07% 314
2021
Q4 		$843K Buy
2,392
+125
+6% +$42.5K 0.07% 306
2021
Q3 		$725K Buy
2,267
+408
+22% +$132K 0.07% 283
2021
Q2 		$558K Buy
1,859
+700
+60% +$206K 0.07% 322
2021
Q1 		$315K Buy
+1,159
New +$301K 0.06% 371

Other funds holding ESS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethic Inc's ESS Position: Q2 2026 in Review

Ethic Inc increased its Essex Property Trust (ESS) stake by 52% in Q2 2026, buying an estimated $468K and bringing the position to 5,072 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #606.

Ethic Inc first reported a position in ESS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.77M in Q1 2025. 184 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Ethic Inc held 5,072 shares of Essex Property Trust worth $1.48M as of Q2 2026.
  • Ethic Inc bought 1,742 Essex Property Trust shares in Q2 2026, an estimated $468K.
  • Essex Property Trust made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #606 holding.
  • Ethic Inc first reported a position in Essex Property Trust in Q1 2021 and has held it in 22 quarters since.
  • Ethic Inc's Essex Property Trust position peaked at $1.77M in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.