HM Payson & Co’s Essex Property Trust ESS Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-180	Closed	-$55.2K	–	1011
2025 Q1	$55.2K	Sell	180 -14	-7%	-$4.09K	﹤0.01%	631
2024 Q4	$55.4K	Buy	194 +14	+8%	+$4.14K	﹤0.01%	627
2024 Q3	$53.2K	Hold	180	–	–	﹤0.01%	618
2024 Q2	$49K	Hold	180	–	–	﹤0.01%	606
2024 Q1	$44.1K	Hold	180	–	–	﹤0.01%	616
2023 Q4	$44.6K	Hold	180	–	–	﹤0.01%	617
2023 Q3	$38.2K	Hold	180	–	–	﹤0.01%	630
2023 Q2	$42.2K	Hold	180	–	–	﹤0.01%	614
2023 Q1	$37.6K	Sell	180 -25	-12%	-$5.51K	﹤0.01%	623
2022 Q4	$43.4K	Buy	205 +25	+14%	+$5.46K	﹤0.01%	577
2022 Q3	$44K	Hold	180	–	–	﹤0.01%	592
2022 Q2	$47K	Hold	180	–	–	﹤0.01%	584
2022 Q1	$62K	Sell	180 -30	-14%	-$10K	﹤0.01%	566
2021 Q4	$74K	Hold	210	–	–	﹤0.01%	546
2021 Q3	$67K	Hold	210	–	–	﹤0.01%	545
2021 Q2	$63K	Hold	210	–	–	﹤0.01%	549
2021 Q1	$57K	Sell	210 -20	-9%	-$5.19K	﹤0.01%	581
2020 Q4	$55K	Sell	230 -4	-2%	-$923	﹤0.01%	592
2020 Q3	$47K	Buy	234 +4	+2%	+$871	﹤0.01%	575
2020 Q2	$53K	Hold	230	–	–	﹤0.01%	515
2020 Q1	$51K	Hold	230	–	–	﹤0.01%	495
2019 Q4	$69K	Hold	230	–	–	﹤0.01%	528
2019 Q3	$75K	Hold	230	–	–	﹤0.01%	522
2019 Q2	$67K	Buy	+230	New	+$66.3K	﹤0.01%	544

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HM Payson & Co's ESS Position: Q2 2025 in Review

HM Payson & Co sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 180 shares — an estimated $55.2K sold.

HM Payson & Co first reported a position in ESS in Q2 2019 and held it in 24 quarters. The position peaked at $75K in Q3 2019. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

HM Payson & Co reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
HM Payson & Co sold 180 Essex Property Trust shares in Q2 2025, an estimated $55.2K.
HM Payson & Co first reported a position in Essex Property Trust in Q2 2019 and held it in 24 quarters.
HM Payson & Co's Essex Property Trust position peaked at $75K in Q3 2019.
617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.