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Horizon Investments’s Essex Property Trust ESS Stock Holding History

Horizon Investments’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 		$716K Buy
2,960
+27
+0.9% +$6.81K 0.01% 778
2025
Q4 		$760K Buy
2,933
+149
+5% +$38.6K 0.01% 714
2025
Q3 		$745K Buy
2,784
+284
+11% +$76.8K 0.01% 707
2025
Q2 		$709K Buy
2,500
+1,571
+169% +$441K 0.01% 655
2025
Q1 		$285K Buy
929
+44
+5% +$12.9K 0.01% 478
2024
Q4 		$250K Buy
885
+5
+0.6% +$1.48K 0.01% 492
2024
Q3 		$260K Sell
880
-193
-18% -$56K 0.01% 485
2024
Q2 		$292K Sell
1,073
-2
-0.2% -$513 0.01% 455
2024
Q1 		$263K Buy
1,075
+128
+14% +$30.5K 0.01% 490
2023
Q4 		$235K Sell
947
-28
-3% -$6.18K 0.01% 488
2023
Q3 		$207K Buy
975
+48
+5% +$11.3K 0.01% 502
2023
Q2 		$217K Sell
927
-6,478
-87% -$1.42M 0.01% 495
2023
Q1 		$1.55M Buy
7,405
+477
+7% +$105K 0.05% 131
2022
Q4 		$1.47M Buy
6,928
+2,140
+45% +$468K 0.04% 171
2022
Q3 		$1.16M Buy
4,788
+197
+4% +$53.3K 0.04% 186
2022
Q2 		$1.2M Buy
4,591
+6
+0.1% +$1.82K 0.04% 166
2022
Q1 		$1.58M Sell
4,585
-818
-15% -$273K 0.04% 172
2021
Q4 		$1.9M Buy
5,403
+979
+22% +$333K 0.06% 152
2021
Q3 		$1.42M Sell
4,424
-3,575
-45% -$1.16M 0.04% 179
2021
Q2 		$2.4M Buy
7,999
+3,957
+98% +$1.17M 0.07% 135
2021
Q1 		$1.1M Buy
+4,042
New +$1.05M 0.04% 193
2020
Q4 		– Sell
-9,956
Closed -$2M – 185
2020
Q3 		$2M Buy
9,956
+2,591
+35% +$564K 0.07% 125
2020
Q2 		$1.69M Buy
+7,365
New +$1.77M 0.04% 166
2020
Q1 		– Sell
-1,052
Closed -$317K – 352
2019
Q4 		$317K Buy
1,052
+275
+35% +$86.9K 0.01% 389
2019
Q3 		$254K Sell
777
-1,173
-60% -$367K 0.01% 305
2019
Q2 		$569K Buy
+1,950
New +$562K 0.02% 230
2016
Q3 		– Sell
-1,716
Closed -$391K – 125
2016
Q2 		$391K Buy
+1,716
New +$383K 0.03% 89

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

Horizon Investments's ESS Position: Q1 2026 in Review

Horizon Investments increased its Essex Property Trust (ESS) stake by 0.92% in Q1 2026, buying an estimated $6.81K and bringing the position to 2,960 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #778.

Horizon Investments first reported a position in ESS in Q2 2016 and has held it in 27 quarters since. The position peaked at $2.4M in Q2 2021. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Horizon Investments held 2,960 shares of Essex Property Trust worth $716K as of Q1 2026.
  • Horizon Investments bought 27 Essex Property Trust shares in Q1 2026, an estimated $6.81K.
  • Essex Property Trust made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #778 holding.
  • Horizon Investments first reported a position in Essex Property Trust in Q2 2016 and has held it in 27 quarters since.
  • Horizon Investments's Essex Property Trust position peaked at $2.4M in Q2 2021.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.