Jefferies Financial Group’s Essex Property Trust ESS Stock Holding History

Jefferies Financial Group’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	$1.74M	Buy	+7,200	New	+$1.82M	0.01%	686
2025 Q4	–	Sell	-3,648	Closed	-$976K	–	1920
2025 Q3	$976K	Buy	+3,648	New	+$986K	﹤0.01%	883
2025 Q2	–	Sell	-2,013	Closed	-$617K	–	1461
2025 Q1	$617K	Buy	+2,013	New	+$588K	0.01%	986
2024 Q3	–	Sell	-3,071	Closed	-$836K	–	1531
2024 Q2	$836K	Sell	3,071 -35	-1%	-$8.98K	0.01%	806
2024 Q1	$760K	Sell	3,106 -29	-0.9%	-$6.9K	0.01%	917
2023 Q4	$777K	Hold	3,135	–	–	0.01%	1059
2023 Q3	$665K	Sell	3,135 -445	-12%	-$104K	0.01%	959
2023 Q2	$839K	Buy	3,580 +1,774	+98%	+$388K	0.01%	990
2023 Q1	$378K	Sell	1,806 -3,577	-66%	-$789K	﹤0.01%	1169
2022 Q4	$1.14M	Buy	+5,383	New	+$1.18M	0.01%	828

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Jefferies Financial Group's ESS Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Essex Property Trust (ESS) in Q1 2026: 7,200 shares worth $1.74M. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in ESS as recently as Q3 2025.

Jefferies Financial Group first reported a position in ESS in Q4 2022 and has held it in 10 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Jefferies Financial Group held 7,200 shares of Essex Property Trust worth $1.74M as of Q1 2026.
Essex Property Trust was a new Jefferies Financial Group position in Q1 2026.
Essex Property Trust made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #686 holding.
Jefferies Financial Group first reported a position in Essex Property Trust in Q4 2022 and has held it in 10 quarters since.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.