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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
Q2 		$3.23M Buy
11,063
+8,497
+331% +$2.28M 0.01% 634
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IEQ Capital's ESS Position: Q2 2026 in Review

IEQ Capital increased its Essex Property Trust (ESS) stake by 331% in Q2 2026, buying an estimated $2.28M and bringing the position to 11,063 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #634.

IEQ Capital first reported a position in ESS in Q4 2019 and has held it in 26 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • IEQ Capital held 11,063 shares of Essex Property Trust worth $3.23M as of Q2 2026.
  • IEQ Capital bought 8,497 Essex Property Trust shares in Q2 2026, an estimated $2.28M.
  • Essex Property Trust made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #634 holding.
  • IEQ Capital first reported a position in Essex Property Trust in Q4 2019 and has held it in 26 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.