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 Q3	$24.1K	Sell	88 -5	-5%	-$1.42K	﹤0.01%	1175
2026 Q2	$27.5K	Buy	93 +5	+6%	+$1.34K	﹤0.01%	598
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fulcrum Asset Management's ESS Position: Q3 2026 in Review

Fulcrum Asset Management reduced its Essex Property Trust (ESS) stake by 5.4% in Q3 2026, selling an estimated $1.42K and leaving 88 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Fulcrum Asset Management first reported a position in ESS in Q2 2025 and has held it in 6 quarters since. The position peaked at $27.5K in Q2 2026. 520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Fulcrum Asset Management held 88 shares of Essex Property Trust worth $24.1K as of Q3 2026.
Fulcrum Asset Management sold 5 Essex Property Trust shares in Q3 2026, an estimated $1.42K.
Essex Property Trust made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q3 2026, its #1175 holding.
Fulcrum Asset Management first reported a position in Essex Property Trust in Q2 2025 and has held it in 6 quarters since.
Fulcrum Asset Management's Essex Property Trust position peaked at $27.5K in Q2 2026.
520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Fulcrum Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.