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FORA Capital’s Essex Property Trust ESS Stock Holding History

FORA Capital’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 		$253K Sell
1,046
-1,481
-59% -$374K 0.02% 376
2025
Q4 		$812K Buy
2,527
+548
+28% +$142K 0.1% 233
2025
Q3 		$530K Sell
1,979
-509
-20% -$138K 0.09% 271
2025
Q2 		$705K Buy
+2,488
New +$699K 0.08% 270
2024
Q2 		– Sell
-3,795
Closed -$929K – 420
2024
Q1 		$929K Sell
3,795
-5,736
-60% -$1.37M 0.08% 242
2023
Q4 		$2.36M Buy
9,531
+1,685
+21% +$372K 0.2% 136
2023
Q3 		$1.66M Buy
+7,846
New +$1.84M 0.15% 174
2023
Q2 		– Sell
-4,496
Closed -$940K – 435
2023
Q1 		$940K Sell
4,496
-5,237
-54% -$1.16M 0.09% 255
2022
Q4 		$2.06M Buy
9,733
+3,857
+66% +$843K 0.33% 83
2022
Q3 		$1.42M Buy
5,876
+1,178
+25% +$319K 0.27% 114
2022
Q2 		$1.23M Buy
4,698
+2,517
+115% +$762K 0.24% 131
2022
Q1 		$761K Buy
2,181
+1,433
+192% +$479K 0.14% 206
2021
Q4 		$263K Buy
+748
New +$255K 0.1% 249
2021
Q3 		– Sell
-776
Closed -$233K – 513
2021
Q2 		$233K Buy
+776
New +$229K 0.04% 403
2020
Q4 		– Sell
-313
Closed -$63K – 978
2020
Q3 		$63K Sell
313
-2,423
-89% -$528K 0.04% 397
2020
Q2 		$627K Buy
2,736
+527
+24% +$126K 0.21% 126
2020
Q1 		$487K Sell
2,209
-5,306
-71% -$1.52M 0.11% 248
2019
Q4 		$2.26M Buy
+7,515
New +$2.37M 0.23% 118

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORA Capital's ESS Position: Q1 2026 in Review

FORA Capital reduced its Essex Property Trust (ESS) stake by 59% in Q1 2026, selling an estimated $374K and leaving 1,046 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #376.

FORA Capital first reported a position in ESS in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.36M in Q4 2023. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • FORA Capital held 1,046 shares of Essex Property Trust worth $253K as of Q1 2026.
  • FORA Capital sold 1,481 Essex Property Trust shares in Q1 2026, an estimated $374K.
  • Essex Property Trust made up 0.02% of FORA Capital's portfolio in Q1 2026, its #376 holding.
  • FORA Capital first reported a position in Essex Property Trust in Q4 2019 and has held it in 18 quarters since.
  • FORA Capital's Essex Property Trust position peaked at $2.36M in Q4 2023.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.