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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$703K Buy
2,391
+740
+45% +$199K 0.01% 706
2026
Q1
$404K Buy
+1,651
New +$416K 0.01% 923
2025
Q3
Sell
-795
Closed -$227K 1333
2025
Q2
$227K Buy
795
+73
+10% +$20.5K 0.01% 958
2025
Q1
$223K Buy
+722
New +$211K 0.01% 931

Other funds holding ESS

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

Evergreen Capital Management increased its Essex Property Trust (ESS) stake by 45% in Q2 2026, buying an estimated $199K and bringing the position to 2,391 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #706.

Evergreen Capital Management first reported a position in ESS in Q1 2025 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Evergreen Capital Management held 2,391 shares of Essex Property Trust worth $703K as of Q2 2026.
  • Evergreen Capital Management bought 740 Essex Property Trust shares in Q2 2026, an estimated $199K.
  • Essex Property Trust made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #706 holding.
  • Evergreen Capital Management first reported a position in Essex Property Trust in Q1 2025 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.