HFM
ESS icon

Harvest Fund Management’s Essex Property Trust ESS Stock Holding History

Harvest Fund 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
Q1 		– Sell
-171
Closed -$45K – 550
2025
Q4 		$45K Sell
171
-294
-63% -$76.1K ﹤0.01% 436
2025
Q3 		$124K Buy
465
+87
+23% +$23.5K 0.01% 371
2025
Q2 		$107K Buy
378
+12
+3% +$3.37K 0.01% 378
2025
Q1 		$112K Buy
+366
New +$107K 0.01% 427
2024
Q4 		– Sell
-678
Closed -$200K – 765
2024
Q3 		$200K Sell
678
-38
-5% -$11K 0.01% 344
2024
Q2 		$195K Buy
+716
New +$184K 0.01% 349
2020
Q4 		– Sell
-78
Closed -$16K – 604
2020
Q3 		$16K Sell
78
-291
-79% -$63.4K ﹤0.01% 492
2020
Q2 		$88K Hold
369
– – 0.01% 249
2020
Q1 		$81K Hold
369
– – 0.01% 236
2019
Q4 		$112K Buy
369
+105
+40% +$33.2K 0.01% 172
2019
Q3 		$86K Hold
264
– – 0.01% 203
2019
Q2 		$77K Hold
264
– – 0.01% 249
2019
Q1 		$76K Buy
264
+50
+23% +$13.6K 0.01% 238
2018
Q4 		$52K Sell
214
-100
-32% -$25.2K 0.01% 242
2018
Q3 		$77K Buy
314
+90
+40% +$21.7K 0.01% 310
2018
Q2 		$54K Hold
224
– – 0.01% 180
2018
Q1 		$53K Sell
224
-50
-18% -$11.5K 0.01% 163
2017
Q4 		$66K Hold
274
– – 0.01% 147
2017
Q3 		$70K Hold
274
– – 0.01% 126
2017
Q2 		$70K Hold
274
– – 0.01% 122
2017
Q1 		$63K Sell
274
-100
-27% -$22.9K 0.01% 125
2016
Q4 		$87K Buy
+374
New +$80.8K 0.02% 116

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Fund Management's ESS Position: Q1 2026 in Review

Harvest Fund Management sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 171 shares — an estimated $45K sold.

Harvest Fund Management first reported a position in ESS in Q4 2016 and held it in 22 quarters. The position peaked at $200K in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Harvest Fund Management reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 171 Essex Property Trust shares in Q1 2026, an estimated $45K.
  • Harvest Fund Management first reported a position in Essex Property Trust in Q4 2016 and held it in 22 quarters.
  • Harvest Fund Management's Essex Property Trust position peaked at $200K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.