Interchange Capital Partners’s Essex Property Trust ESS Stock Holding History

Interchange Capital Partners’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	–	Sell	-2,320	Closed	-$607K	–	365
2025 Q4	$607K	Buy	+2,320	New	+$600K	0.11%	166
2022 Q1	–	Sell	-1,045	Closed	-$368K	–	160
2021 Q4	$368K	Buy	+1,045	New	+$356K	0.37%	92
2021 Q2	–	Sell	-1,630	Closed	-$787K	–	132
2021 Q1	$787K	Buy	1,630 +856	+111%	+$222K	0.43%	73
2020 Q4	$183K	Buy	+774	New	+$179K	0.1%	227

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Interchange Capital Partners's ESS Position: Q1 2026 in Review

Interchange Capital Partners sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 2,320 shares — an estimated $607K sold.

Interchange Capital Partners first reported a position in ESS in Q4 2020 and held it in 4 quarters. The position peaked at $787K in Q1 2021. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Interchange Capital Partners reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
Interchange Capital Partners sold 2,320 Essex Property Trust shares in Q1 2026, an estimated $607K.
Interchange Capital Partners first reported a position in Essex Property Trust in Q4 2020 and held it in 4 quarters.
Interchange Capital Partners's Essex Property Trust position peaked at $787K in Q1 2021.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.