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InceptionR’s Essex Property Trust ESS Stock Holding History

InceptionR’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
-692
Closed -$212K – 709
2025
Q1 		$212K Buy
+692
New +$202K 0.06% 460
2024
Q3 		– Sell
-1,094
Closed -$298K – 702
2024
Q2 		$298K Buy
+1,094
New +$281K 0.08% 416
2023
Q2 		– Sell
-3,974
Closed -$831K – 478
2023
Q1 		$831K Buy
3,974
+2,326
+141% +$513K 0.27% 136
2022
Q4 		$349K Buy
+1,648
New +$360K 0.18% 240

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

InceptionR's ESS Position: Q2 2025 in Review

InceptionR sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 692 shares — an estimated $212K sold.

InceptionR first reported a position in ESS in Q4 2022 and held it in 4 quarters. The position peaked at $831K in Q1 2023. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • InceptionR reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • InceptionR sold 692 Essex Property Trust shares in Q2 2025, an estimated $212K.
  • InceptionR first reported a position in Essex Property Trust in Q4 2022 and held it in 4 quarters.
  • InceptionR's Essex Property Trust position peaked at $831K in Q1 2023.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.