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Fulcrum Asset Management’s Essex Property Trust ESS Stock Holding History

Fulcrum Asset 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 		$21.4K Hold
88
– – ﹤0.01% 211
2025
Q4 		$23.2K Hold
88
– – 0.01% 173
2025
Q3 		$23.6K Hold
88
– – 0.01% 168
2025
Q2 		$24.9K Buy
+88
New +$24.7K 0.01% 176
2022
Q1 		– Hold
0
– – – 67
2021
Q4 		– Hold
0
– – – 36
2021
Q3 		– Hold
0
– – – 36
2021
Q2 		– Hold
0
– – – 45

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

Fulcrum Asset Management's ESS Position: Q1 2026 in Review

Fulcrum Asset Management held its Essex Property Trust (ESS) position steady in Q1 2026 at 88 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Fulcrum Asset Management first reported a position in ESS in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.9K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Fulcrum Asset Management held 88 shares of Essex Property Trust worth $21.4K as of Q1 2026.
  • Fulcrum Asset Management left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #211 holding.
  • Fulcrum Asset Management first reported a position in Essex Property Trust in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Essex Property Trust position peaked at $24.9K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.