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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
Q2 		$2.89M Buy
9,909
+2,709
+38% +$728K 0.02% 552
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's ESS Position: Q2 2026 in Review

Jefferies Financial Group increased its Essex Property Trust (ESS) stake by 38% in Q2 2026, buying an estimated $728K and bringing the position to 9,909 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #552.

Jefferies Financial Group first reported a position in ESS in Q4 2022 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Jefferies Financial Group held 9,909 shares of Essex Property Trust worth $2.89M as of Q2 2026.
  • Jefferies Financial Group bought 2,709 Essex Property Trust shares in Q2 2026, an estimated $728K.
  • Essex Property Trust made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #552 holding.
  • Jefferies Financial Group first reported a position in Essex Property Trust in Q4 2022 and has held it in 11 quarters since.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.