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Gries Financial’s Essex Property Trust ESS Stock Holding History

Gries Financial’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
2025
Q3 		$1.76M Buy
6,562
+55
+0.8% +$14.9K 0.28% 78
2025
Q2 		$1.84M Buy
6,507
+133
+2% +$37.4K 0.34% 72
2025
Q1 		$1.95M Sell
6,374
-466
-7% -$136K 0.38% 53
2024
Q4 		$1.95M Buy
6,840
+13
+0.2% +$3.84K 0.35% 61
2024
Q3 		$2.02M Sell
6,827
-1,701
-20% -$493K 0.38% 65
2024
Q2 		$2.32M Sell
8,528
-179
-2% -$45.9K 0.48% 50
2024
Q1 		$2.13M Buy
+8,707
New +$2.07M 0.36% 75

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gries Financial's ESS Position: Q3 2025 in Review

Gries Financial increased its Essex Property Trust (ESS) stake by 0.85% in Q3 2025, buying an estimated $14.9K and bringing the position to 6,562 shares worth $1.76M. The position accounts for 0.28% of the portfolio, ranked #78.

Gries Financial first reported a position in ESS in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q2 2024. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Gries Financial held 6,562 shares of Essex Property Trust worth $1.76M as of Q3 2025.
  • Gries Financial bought 55 Essex Property Trust shares in Q3 2025, an estimated $14.9K.
  • Essex Property Trust made up 0.28% of Gries Financial's portfolio in Q3 2025, its #78 holding.
  • Gries Financial first reported a position in Essex Property Trust in Q1 2024 and has held it in 7 quarters since.
  • Gries Financial's Essex Property Trust position peaked at $2.32M in Q2 2024.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.