First Trust Advisors’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
$35.9M Sell
123,272
-25,975
-17% -$6.98M 0.02% 752
2026
Q1
$36.1M Buy
149,247
+137,810
+1,205% +$34.8M 0.03% 715
2025
Q4
$2.99M Buy
11,437
+696
+6% +$180K ﹤0.01% 1691
2025
Q3
$2.88M Sell
10,741
-22,873
-68% -$6.18M ﹤0.01% 1666
2025
Q2
$9.53M Buy
33,614
+21,871
+186% +$6.14M 0.01% 1103
2025
Q1
$3.6M Sell
11,743
-11,868
-50% -$3.47M ﹤0.01% 1494
2024
Q4
$6.74M Sell
23,611
-11,587
-33% -$3.42M 0.01% 1211
2024
Q3
$10.4M Buy
35,198
+27,430
+353% +$7.96M 0.01% 1030
2024
Q2
$2.11M Sell
7,768
-12,163
-61% -$3.12M ﹤0.01% 1685
2024
Q1
$4.88M Buy
19,931
+12,160
+156% +$2.89M 0.01% 1301
2023
Q4
$1.93M Sell
7,771
-18,764
-71% -$4.14M ﹤0.01% 1742
2023
Q3
$5.63M Buy
26,535
+15,823
+148% +$3.71M 0.01% 1180
2023
Q2
$2.51M Buy
10,712
+2,124
+25% +$464K ﹤0.01% 1591
2023
Q1
$1.8M Sell
8,588
-4,489
-34% -$990K ﹤0.01% 1722
2022
Q4
$2.77M Buy
13,077
+2,037
+18% +$445K ﹤0.01% 1547
2022
Q3
$2.67M Sell
11,040
-17,607
-61% -$4.76M ﹤0.01% 1542
2022
Q2
$7.49M Buy
28,647
+5,479
+24% +$1.66M 0.01% 1059
2022
Q1
$8M Sell
23,168
-8,489
-27% -$2.84M 0.01% 1115
2021
Q4
$11.2M Buy
31,657
+7,755
+32% +$2.64M 0.01% 1018
2021
Q3
$7.64M Sell
23,902
-7,728
-24% -$2.5M 0.01% 1099
2021
Q2
$9.49M Buy
31,630
+21,254
+205% +$6.27M 0.01% 1015
2021
Q1
$2.82M Sell
10,376
-10,930
-51% -$2.83M ﹤0.01% 1585
2020
Q4
$5.06M Sell
21,306
-3,628
-15% -$837K 0.01% 1087
2020
Q3
$5.01M Buy
24,934
+2,886
+13% +$629K 0.01% 963
2020
Q2
$5.05M Buy
22,048
+8,885
+67% +$2.13M 0.01% 978
2020
Q1
$2.9M Sell
13,163
-39,006
-75% -$11.2M 0.01% 1095
2019
Q4
$15.7M Buy
52,169
+30,007
+135% +$9.48M 0.03% 697
2019
Q3
$7.24M Sell
22,162
-11,746
-35% -$3.67M 0.01% 914
2019
Q2
$9.9M Sell
33,908
-5,403
-14% -$1.56M 0.02% 776
2019
Q1
$11.4M Buy
39,311
+24,539
+166% +$6.7M 0.02% 707
2018
Q4
$3.62M Buy
14,772
+2,442
+20% +$616K 0.01% 1141
2018
Q3
$3.04M Buy
12,330
+1,986
+19% +$478K 0.01% 1428
2018
Q2
$2.47M Sell
10,344
-12,364
-54% -$2.95M 0.01% 1519
2018
Q1
$5.46M Buy
22,708
+7,061
+45% +$1.63M 0.01% 992
2017
Q4
$3.78M Sell
15,647
-14,017
-47% -$3.54M 0.01% 1125
2017
Q3
$7.54M Buy
29,664
+10,546
+55% +$2.75M 0.02% 872
2017
Q2
$4.92M Sell
19,118
-21,814
-53% -$5.48M 0.01% 1033
2017
Q1
$9.48M Buy
40,932
+18,173
+80% +$4.17M 0.03% 781
2016
Q4
$5.29M Sell
22,759
-10,898
-32% -$2.36M 0.02% 986
2016
Q3
$7.5M Sell
33,657
-23,006
-41% -$5.23M 0.02% 821
2016
Q2
$12.9M Sell
56,663
-23,673
-29% -$5.29M 0.04% 593
2016
Q1
$18.8M Sell
80,336
-16,358
-17% -$3.59M 0.06% 414
2015
Q4
$23.1M Buy
96,694
+57,845
+149% +$13.3M 0.06% 363
2015
Q3
$8.68M Sell
38,849
-38,340
-50% -$8.46M 0.03% 733
2015
Q2
$16.4M Sell
77,189
-6,360
-8% -$1.41M 0.04% 525
2015
Q1
$19.2M Buy
83,549
+29,816
+55% +$6.75M 0.06% 436
2014
Q4
$11.1M Sell
53,733
-150
-0.3% -$29.7K 0.04% 661
2014
Q3
$9.63M Buy
53,883
+14,028
+35% +$2.65M 0.04% 723
2014
Q2
$7.37M Buy
39,855
+26,225
+192% +$4.64M 0.03% 803
2014
Q1
$2.32M Sell
13,630
-952
-7% -$154K 0.01% 1307
2013
Q4
$2.09M Sell
14,582
-4,480
-24% -$689K 0.01% 1322
2013
Q3
$2.81M Sell
19,062
-9,383
-33% -$1.46M 0.02% 1105
2013
Q2
$4.52M Buy
+28,445
New +$4.48M 0.03% 819

Other funds holding ESS

First Trust Advisors's ESS Position: Q2 2026 in Review

First Trust Advisors reduced its Essex Property Trust (ESS) stake by 17% in Q2 2026, selling an estimated $6.98M and leaving 123,272 shares worth $35.9M. The position accounts for 0.02% of the portfolio, ranked #752.

First Trust Advisors first reported a position in ESS in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.1M in Q1 2026. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • First Trust Advisors held 123,272 shares of Essex Property Trust worth $35.9M as of Q2 2026.
  • First Trust Advisors sold 25,975 Essex Property Trust shares in Q2 2026, an estimated $6.98M.
  • Essex Property Trust made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #752 holding.
  • First Trust Advisors first reported a position in Essex Property Trust in Q2 2013 and has held it in 53 quarters since.
  • First Trust Advisors's Essex Property Trust position peaked at $36.1M in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.