Horizon Investments’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $875K | Buy |
3,000
+40
| +1% | +$10.8K | 0.01% | 779 |
|
|
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
Horizon Investments's ESS Position: Q2 2026 in Review
Horizon Investments increased its Essex Property Trust (ESS) stake by 1.4% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,000 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #779.
Horizon Investments first reported a position in ESS in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.4M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Horizon Investments held 3,000 shares of Essex Property Trust worth $875K as of Q2 2026.
- Horizon Investments bought 40 Essex Property Trust shares in Q2 2026, an estimated $10.8K.
- Essex Property Trust made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #779 holding.
- Horizon Investments first reported a position in Essex Property Trust in Q2 2016 and has held it in 28 quarters since.
- Horizon Investments's Essex Property Trust position peaked at $2.4M in Q2 2021.
- 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.