Everence Capital Management’s Essex Property Trust ESS Stock Holding History

Everence Capital Management’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	$256K	Buy	+1,057	New	+$267K	0.02%	654
2023 Q4	–	Sell	-2,800	Closed	-$594	–	760
2023 Q3	$594	Buy	2,800 +1,460	+109%	+$342K	0.05%	331
2023 Q2	$290K	Hold	1,340	–	–	0.02%	534
2023 Q1	$280	Hold	1,340	–	–	0.02%	565
2022 Q4	$284	Buy	+1,340	New	+$293K	0.02%	571
2019 Q1	–	Sell	-1,991	Closed	-$488K	–	630
2018 Q4	$488K	Hold	1,991	–	–	0.11%	204
2018 Q3	$491K	Hold	1,991	–	–	0.1%	228
2018 Q2	$476K	Hold	1,991	–	–	0.1%	229
2018 Q1	$479K	Buy	1,991 +960	+93%	+$221K	0.11%	221
2017 Q4	$249K	Buy	+1,031	New	+$260K	0.05%	351

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

Everence Capital Management's ESS Position: Q1 2026 in Review

Everence Capital Management opened a new position in Essex Property Trust (ESS) in Q1 2026: 1,057 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #654 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in ESS as recently as Q3 2023.

Everence Capital Management first reported a position in ESS in Q4 2017 and has held it in 10 quarters since. The position peaked at $491K in Q3 2018. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Everence Capital Management held 1,057 shares of Essex Property Trust worth $256K as of Q1 2026.
Essex Property Trust was a new Everence Capital Management position in Q1 2026.
Essex Property Trust made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #654 holding.
Everence Capital Management first reported a position in Essex Property Trust in Q4 2017 and has held it in 10 quarters since.
Everence Capital Management's Essex Property Trust position peaked at $491K in Q3 2018.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.