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IEQ Capital’s Essex Property Trust ESS Stock Holding History

IEQ 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
2026
Q1 		$621K Sell
2,566
-329
-11% -$83K ﹤0.01% 1212
2025
Q4 		$758K Sell
2,895
-303
-9% -$78.4K ﹤0.01% 1147
2025
Q3 		$856K Sell
3,198
-2,164
-40% -$585K ﹤0.01% 1069
2025
Q2 		$1.52M Sell
5,362
-1,886
-26% -$530K 0.01% 726
2025
Q1 		$2.22M Buy
7,248
+3,027
+72% +$884K 0.02% 560
2024
Q4 		$1.2M Buy
4,221
+705
+20% +$208K 0.01% 614
2024
Q3 		$1.04M Buy
3,516
+1,125
+47% +$326K 0.01% 534
2024
Q2 		$651K Buy
2,391
+143
+6% +$36.7K 0.01% 581
2024
Q1 		$550K Sell
2,248
-240
-10% -$57.1K 0.01% 592
2023
Q4 		$617K Buy
2,488
+29
+1% +$6.4K 0.01% 527
2023
Q3 		$521K Hold
2,459
– – 0.01% 556
2023
Q2 		$576K Sell
2,459
-536
-18% -$117K 0.01% 520
2023
Q1 		$626K Buy
2,995
+764
+34% +$169K 0.01% 507
2022
Q4 		$473K Sell
2,231
-6
-0.3% -$1.31K 0.01% 532
2022
Q3 		$542K Sell
2,237
-46
-2% -$12.4K 0.01% 506
2022
Q2 		$597K Buy
2,283
+47
+2% +$14.2K 0.02% 439
2022
Q1 		$773K Sell
2,236
-1,096
-33% -$366K 0.02% 389
2021
Q4 		$1.17M Sell
3,332
-603
-15% -$205K 0.03% 274
2021
Q3 		$1.26M Buy
3,935
+526
+15% +$170K 0.03% 250
2021
Q2 		$1.02M Buy
3,409
+64
+2% +$18.9K 0.03% 251
2021
Q1 		$909K Buy
+3,345
New +$867K 0.04% 212
2020
Q4 		– Sell
-3,332
Closed -$669K – 274
2020
Q3 		$669K Buy
3,332
+3
+0.1% +$653 0.04% 203
2020
Q2 		$763K Sell
3,329
-295
-8% -$70.7K 0.05% 167
2020
Q1 		$798K Buy
3,624
+58
+2% +$16.7K 0.06% 165
2019
Q4 		$1.07M Buy
+3,566
New +$1.13M 0.09% 149

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

IEQ Capital's ESS Position: Q1 2026 in Review

IEQ Capital reduced its Essex Property Trust (ESS) stake by 11% in Q1 2026, selling an estimated $83K and leaving 2,566 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

IEQ Capital first reported a position in ESS in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.22M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • IEQ Capital held 2,566 shares of Essex Property Trust worth $621K as of Q1 2026.
  • IEQ Capital sold 329 Essex Property Trust shares in Q1 2026, an estimated $83K.
  • Essex Property Trust made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1212 holding.
  • IEQ Capital first reported a position in Essex Property Trust in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's Essex Property Trust position peaked at $2.22M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.