Itau Unibanco Holding S.A.’s Essex Property Trust ESS Stock Holding History

Itau Unibanco Holding S.A.’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	-51	Closed	-$13.2K	–	380
2025 Q4	$13.2K	Buy	+51	New	+$13.2K	﹤0.01%	292
2024 Q1	–	Sell	-2,300	Closed	-$581K	–	201
2023 Q4	$581K	Buy	+2,300	New	+$507K	0.02%	126
2020 Q2	–	Sell	-347	Closed	-$76K	–	244
2020 Q1	$76K	Sell	347 -375	-52%	-$108K	0.01%	160
2019 Q4	$217K	Buy	+722	New	+$228K	0.01%	216
2019 Q3	–	Sell	-1,636	Closed	-$478K	–	427
2019 Q2	$478K	Buy	1,636 +1,127	+221%	+$325K	0.02%	301
2019 Q1	$125K	Hold	509	–	–	0.01%	308
2018 Q4	$125K	Buy	+509	New	+$128K	0.01%	308

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 $3.38T AUM 44.17% 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

Itau Unibanco Holding S.A.'s ESS Position: Q1 2026 in Review

Itau Unibanco Holding S.A. sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 51 shares — an estimated $13.2K sold.

Itau Unibanco Holding S.A. first reported a position in ESS in Q4 2018 and held it in 7 quarters. The position peaked at $581K in Q4 2023. 611 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Itau Unibanco Holding S.A. reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 51 Essex Property Trust shares in Q1 2026, an estimated $13.2K.
Itau Unibanco Holding S.A. first reported a position in Essex Property Trust in Q4 2018 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Essex Property Trust position peaked at $581K in Q4 2023.
611 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.