KCM
ESS icon

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

Kathmere 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 		$373K Buy
1,280
+363
+40% +$97.6K 0.02% 471
2026
Q1 		$222K Sell
917
-79
-8% -$19.9K 0.01% 554
2025
Q4 		$261K Buy
996
+73
+8% +$18.9K 0.02% 453
2025
Q3 		$247K Buy
923
+210
+29% +$56.8K 0.02% 438
2025
Q2 		$202K Sell
713
-20
-3% -$5.62K 0.02% 459
2025
Q1 		$225K Buy
733
+21
+3% +$6.14K 0.02% 393
2024
Q4 		$203K Buy
712
+2
+0.3% +$591 0.02% 394
2024
Q3 		$210K Buy
+710
New +$206K 0.02% 357

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 $3.37T AUM 44.26% 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

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

Kathmere Capital Management increased its Essex Property Trust (ESS) stake by 40% in Q2 2026, buying an estimated $97.6K and bringing the position to 1,280 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #471.

Kathmere Capital Management first reported a position in ESS in Q3 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Kathmere Capital Management held 1,280 shares of Essex Property Trust worth $373K as of Q2 2026.
  • Kathmere Capital Management bought 363 Essex Property Trust shares in Q2 2026, an estimated $97.6K.
  • Essex Property Trust made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #471 holding.
  • Kathmere Capital Management first reported a position in Essex Property Trust in Q3 2024 and has held it in 8 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.