INVST’s Essex Property Trust ESS Stock Holding History

INVST’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	-1,763	Closed	-$461K	–	355
2025 Q4	$461K	Sell	1,763 -693	-28%	-$179K	0.05%	240
2025 Q3	$657K	Buy	2,456 +14	+0.6%	+$3.78K	0.07%	219
2025 Q2	$692K	Buy	2,442 +1	+0%	+$281	0.09%	195
2025 Q1	$748K	Buy	+2,441	New	+$713K	0.1%	160

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

INVST's ESS Position: Q1 2026 in Review

INVST sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 1,763 shares — an estimated $461K sold.

INVST first reported a position in ESS in Q1 2025 and held it in 4 quarters. The position peaked at $748K in Q1 2025. 610 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

INVST reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
INVST sold 1,763 Essex Property Trust shares in Q1 2026, an estimated $461K.
INVST first reported a position in Essex Property Trust in Q1 2025 and held it in 4 quarters.
INVST's Essex Property Trust position peaked at $748K in Q1 2025.
610 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.