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Ground Swell Capital’s Essex Property Trust ESS Stock Holding History

Ground Swell Capital’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
Q4 		– Sell
-918
Closed -$246K – 118
2025
Q3 		$246K Buy
+918
New +$248K 0.54% 69
2014
Q3 		$19K Buy
108
+40
+59% +$7.54K 0.04% 545
2014
Q2 		$13K Buy
+68
New +$12K 0.03% 597

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ground Swell Capital's ESS Position: Q4 2025 in Review

Ground Swell Capital sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 918 shares — an estimated $246K sold.

Ground Swell Capital first reported a position in ESS in Q2 2014 and held it in 3 quarters. The position peaked at $246K in Q3 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • Ground Swell Capital reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 918 Essex Property Trust shares in Q4 2025, an estimated $246K.
  • Ground Swell Capital first reported a position in Essex Property Trust in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Essex Property Trust position peaked at $246K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.