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 Q2	$440K	Buy	1,508 +451	+43%	+$121K	0.02%	461
2026 Q1	$256K	Buy	+1,057	New	+$267K	0.02%	654
2023 Q4	–	Sell	-2,800	Closed	-$594K	–	760
2023 Q3	$594K	Buy	2,800 +1,460	+109%	+$342K	0.05%	331
2023 Q2	$290K	Hold	1,340	–	–	0.02%	534
2023 Q1	$280K	Hold	1,340	–	–	0.02%	565
2022 Q4	$284K	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 $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

Everence Capital Management's ESS Position: Q2 2026 in Review

Everence Capital Management increased its Essex Property Trust (ESS) stake by 43% in Q2 2026, buying an estimated $121K and bringing the position to 1,508 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #461.

Everence Capital Management first reported a position in ESS in Q4 2017 and has held it in 11 quarters since. The position peaked at $594K in Q3 2023. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Everence Capital Management held 1,508 shares of Essex Property Trust worth $440K as of Q2 2026.
Everence Capital Management bought 451 Essex Property Trust shares in Q2 2026, an estimated $121K.
Essex Property Trust made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #461 holding.
Everence Capital Management first reported a position in Essex Property Trust in Q4 2017 and has held it in 11 quarters since.
Everence Capital Management's Essex Property Trust position peaked at $594K in Q3 2023.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.