Greenleaf Trust’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
$279K Buy
956
+110
+13% +$29.6K ﹤0.01% 724
2026
Q1
$205K Sell
846
-21
-2% -$5.3K ﹤0.01% 778
2025
Q4
$227K Buy
867
+25
+3% +$6.47K ﹤0.01% 754
2025
Q3
$225K Sell
842
-2
-0.2% -$541 ﹤0.01% 743
2025
Q2
$239K Sell
844
-157
-16% -$44.1K ﹤0.01% 712
2025
Q1
$307K Buy
1,001
+53
+6% +$15.5K ﹤0.01% 636
2024
Q4
$271K Buy
948
+46
+5% +$13.6K ﹤0.01% 686
2024
Q3
$266K Buy
902
+11
+1% +$3.19K ﹤0.01% 703
2024
Q2
$243K Buy
891
+50
+6% +$12.8K ﹤0.01% 690
2024
Q1
$206K Buy
+841
New +$200K ﹤0.01% 736
2023
Q4
Sell
-943
Closed -$200K 764
2023
Q3
$200K Buy
943
+3
+0.3% +$703 ﹤0.01% 718
2023
Q2
$220K Sell
940
-154
-14% -$33.7K ﹤0.01% 697
2023
Q1
$229K Buy
+1,094
New +$241K ﹤0.01% 687
2022
Q2
Sell
-714
Closed -$247K 741
2022
Q1
$247K Buy
714
+6
+0.8% +$2K ﹤0.01% 660
2021
Q4
$249K Buy
708
+32
+5% +$10.9K ﹤0.01% 657
2021
Q3
$216K Buy
+676
New +$219K ﹤0.01% 680
2018
Q1
Sell
-66
Closed -$16K 579
2017
Q4
$16K Hold
66
﹤0.01% 625
2017
Q3
$17K Buy
+66
New +$17.2K ﹤0.01% 605

Other funds holding ESS

Greenleaf Trust's ESS Position: Q2 2026 in Review

Greenleaf Trust increased its Essex Property Trust (ESS) stake by 13% in Q2 2026, buying an estimated $29.6K and bringing the position to 956 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Greenleaf Trust first reported a position in ESS in Q3 2017 and has held it in 18 quarters since. The position peaked at $307K in Q1 2025. 184 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Greenleaf Trust held 956 shares of Essex Property Trust worth $279K as of Q2 2026.
  • Greenleaf Trust bought 110 Essex Property Trust shares in Q2 2026, an estimated $29.6K.
  • Essex Property Trust made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #724 holding.
  • Greenleaf Trust first reported a position in Essex Property Trust in Q3 2017 and has held it in 18 quarters since.
  • Greenleaf Trust's Essex Property Trust position peaked at $307K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.