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 Q2	$359K	Buy	+1,232	New	+$331K	0.07%	255
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Interchange Capital Partners's ESS Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in Essex Property Trust (ESS) in Q2 2026: 1,232 shares worth $359K. The stake represents 0.07% of the portfolio and ranks #255 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in ESS as recently as Q4 2025.

Interchange Capital Partners first reported a position in ESS in Q4 2020 and has held it in 5 quarters since. The position peaked at $787K in Q1 2021. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Interchange Capital Partners held 1,232 shares of Essex Property Trust worth $359K as of Q2 2026.
Essex Property Trust was a new Interchange Capital Partners position in Q2 2026.
Essex Property Trust made up 0.07% of Interchange Capital Partners's portfolio in Q2 2026, its #255 holding.
Interchange Capital Partners first reported a position in Essex Property Trust in Q4 2020 and has held it in 5 quarters since.
Interchange Capital Partners's Essex Property Trust position peaked at $787K in Q1 2021.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.