Jacobs Levy Equity Management’s Essex Property Trust ESS Stock Holding History

Jacobs Levy Equity 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 Q1	$103M	Sell	423,870 -12,143	-3%	-$3.06M	0.43%	54
2025 Q4	$114M	Sell	436,013 -32,872	-7%	-$8.51M	0.44%	56
2025 Q3	$126M	Sell	468,885 -43,102	-8%	-$11.7M	0.5%	53
2025 Q2	$145M	Sell	511,987 -31,410	-6%	-$8.82M	0.57%	35
2025 Q1	$167M	Buy	543,397 +1,656	+0.3%	+$484K	0.66%	27
2024 Q4	$155M	Buy	541,741 +97,350	+22%	+$28.8M	0.55%	43
2024 Q3	$131M	Buy	444,391 +269,923	+155%	+$78.3M	0.51%	48
2024 Q2	$47.5M	Buy	174,468 +26,604	+18%	+$6.83M	0.2%	119
2024 Q1	$36.2M	Buy	147,864 +113,178	+326%	+$26.9M	0.16%	141
2023 Q4	$8.6M	Buy	34,686 +22,914	+195%	+$5.05M	0.04%	324
2023 Q3	$2.5M	Buy	11,772 +3,796	+48%	+$890K	0.01%	522
2023 Q2	$1.87M	Buy	7,976 +5,981	+300%	+$1.31M	0.01%	585
2023 Q1	$417K	Sell	1,995 -7,863	-80%	-$1.73M	﹤0.01%	822
2022 Q4	$2.09M	Sell	9,858 -2,114	-18%	-$462K	0.01%	545
2022 Q3	$2.9M	Sell	11,972 -70,587	-85%	-$19.1M	0.02%	489
2022 Q2	$21.6M	Sell	82,559 -8,802	-10%	-$2.66M	0.17%	157
2022 Q1	$31.6M	Sell	91,361 -1,029	-1%	-$344K	0.21%	117
2021 Q4	$32.5M	Buy	92,390 +42,569	+85%	+$14.5M	0.22%	116
2021 Q3	$15.9M	Buy	+49,821	New	+$16.1M	0.11%	223
2021 Q1	–	Sell	-59,606	Closed	-$14.2M	–	1049
2020 Q4	$14.2M	Sell	59,606 -26,600	-31%	-$6.14M	0.12%	196
2020 Q3	$17.3M	Buy	86,206 +1,603	+2%	+$349K	0.18%	135
2020 Q2	$19.4M	Sell	84,603 -5,661	-6%	-$1.36M	0.21%	124
2020 Q1	$19.9M	Sell	90,264 -888	-1%	-$255K	0.26%	104
2019 Q4	$27.4M	Buy	91,152 +8,603	+10%	+$2.72M	0.27%	101
2019 Q3	$27M	Buy	82,549 +81,825	+11,302%	+$25.6M	0.33%	79
2019 Q2	$211K	Buy	+724	New	+$209K	﹤0.01%	871
2018 Q4	–	Sell	-49,021	Closed	-$12.1M	–	1006
2018 Q3	$12.1M	Sell	49,021 -6,916	-12%	-$1.67M	0.17%	153
2018 Q2	$13.4M	Sell	55,937 -18,894	-25%	-$4.5M	0.21%	141
2018 Q1	$18M	Buy	74,831 +30,826	+70%	+$7.11M	0.3%	110
2017 Q4	$10.6M	Buy	44,005 +19,998	+83%	+$5.05M	0.19%	166
2017 Q3	$6.1M	Buy	24,007 +2,480	+12%	+$648K	0.12%	227
2017 Q2	$5.54M	Buy	21,527 +20,303	+1,659%	+$5.1M	0.12%	219
2017 Q1	$283K	Hold	1,224	–	–	0.01%	736
2016 Q4	$285K	Buy	+1,224	New	+$265K	0.01%	774
2014 Q1	–	Sell	-26,370	Closed	-$3.78M	–	922
2013 Q4	$3.78M	Buy	26,370 +16,990	+181%	+$2.61M	0.06%	336
2013 Q3	$1.39M	Buy	+9,380	New	+$1.45M	0.02%	472

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Jacobs Levy Equity Management's ESS Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Essex Property Trust (ESS) stake by 2.8% in Q1 2026, selling an estimated $3.06M and leaving 423,870 shares worth $103M. The position accounts for 0.43% of the portfolio, ranked #54.

Jacobs Levy Equity Management first reported a position in ESS in Q3 2013 and has held it in 36 quarters since. The position peaked at $167M in Q1 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Jacobs Levy Equity Management held 423,870 shares of Essex Property Trust worth $103M as of Q1 2026.
Jacobs Levy Equity Management sold 12,143 Essex Property Trust shares in Q1 2026, an estimated $3.06M.
Essex Property Trust made up 0.43% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #54 holding.
Jacobs Levy Equity Management first reported a position in Essex Property Trust in Q3 2013 and has held it in 36 quarters since.
Jacobs Levy Equity Management's Essex Property Trust position peaked at $167M in Q1 2025.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.