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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Asset Management's ESS Position: Q2 2026 in Review

Fulcrum Asset Management increased its Essex Property Trust (ESS) stake by 5.7% in Q2 2026, buying an estimated $1.34K and bringing the position to 93 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Fulcrum Asset Management first reported a position in ESS in Q2 2025 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Fulcrum Asset Management held 93 shares of Essex Property Trust worth $27.5K as of Q2 2026.
Fulcrum Asset Management bought 5 Essex Property Trust shares in Q2 2026, an estimated $1.34K.
Essex Property Trust made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #598 holding.
Fulcrum Asset Management first reported a position in Essex Property Trust in Q2 2025 and has held it in 5 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.