Intact Investment Management’s Essex Property Trust ESS Stock Holding History

Intact Investment Management’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	-2,300	Closed	-$646K	–	339
2025 Q1	$705K	Buy	+2,300	New	+$672K	0.02%	238
2024 Q1	–	Sell	-8,100	Closed	-$2.01M	–	262
2023 Q4	$2.01M	Sell	8,100 -9,800	-55%	-$2.16M	0.08%	173
2023 Q3	$3.8M	Hold	17,900	–	–	0.16%	121
2023 Q2	$4.19M	Buy	+17,900	New	+$3.91M	0.17%	123
2020 Q4	–	Sell	-15,400	Closed	-$3.09M	–	251
2020 Q3	$3.09M	Buy	15,400 +8,600	+126%	+$1.87M	0.11%	140
2020 Q2	$1.56M	Buy	+6,800	New	+$1.63M	0.06%	167

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intact Investment Management's ESS Position: Q2 2025 in Review

Intact Investment Management sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 2,300 shares — an estimated $646K sold.

Intact Investment Management first reported a position in ESS in Q2 2020 and held it in 6 quarters. The position peaked at $4.19M in Q2 2023. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

Intact Investment Management reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
Intact Investment Management sold 2,300 Essex Property Trust shares in Q2 2025, an estimated $646K.
Intact Investment Management first reported a position in Essex Property Trust in Q2 2020 and held it in 6 quarters.
Intact Investment Management's Essex Property Trust position peaked at $4.19M in Q2 2023.
617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Intact Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.