Jacobi Capital Management’s Essex Property Trust ESS Stock Holding History

Jacobi Capital 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
2026 Q2	$230K	Buy	+790	New	+$212K	0.01%	615
2021 Q4	–	Sell	-125	Closed	-$40K	–	673
2021 Q3	$40K	Buy	125 +23	+23%	+$7.44K	0.01%	708
2021 Q2	$31K	Buy	102 +21	+26%	+$6.19K	﹤0.01%	738
2021 Q1	$22K	Buy	81 +17	+27%	+$4.41K	﹤0.01%	756
2020 Q4	$15K	Buy	64 +29	+83%	+$6.69K	﹤0.01%	774
2020 Q3	$7K	Buy	35 +15	+75%	+$3.27K	﹤0.01%	873
2020 Q2	$5K	Hold	20	–	–	﹤0.01%	900
2020 Q1	$4K	Buy	+20	New	+$5.75K	﹤0.01%	847

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

Jacobi Capital Management's ESS Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in Essex Property Trust (ESS) in Q2 2026: 790 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in ESS as recently as Q3 2021.

Jacobi Capital Management first reported a position in ESS in Q1 2020 and has held it in 8 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Jacobi Capital Management held 790 shares of Essex Property Trust worth $230K as of Q2 2026.
Essex Property Trust was a new Jacobi Capital Management position in Q2 2026.
Essex Property Trust made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #615 holding.
Jacobi Capital Management first reported a position in Essex Property Trust in Q1 2020 and has held it in 8 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.