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KCM Investment Advisors’s Essex Property Trust ESS Stock Holding History

KCM Investment Advisors’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 		$301K Hold
1,245
– – 0.01% 342
2025
Q4 		$326K Hold
1,245
– – 0.01% 317
2025
Q3 		$333K Hold
1,245
– – 0.01% 311
2025
Q2 		$353K Hold
1,245
– – 0.01% 297
2025
Q1 		$382K Sell
1,245
-35
-3% -$10.2K 0.01% 279
2024
Q4 		$365K Hold
1,280
– – 0.01% 289
2024
Q3 		$378K Sell
1,280
-50
-4% -$14.5K 0.01% 296
2024
Q2 		$362K Sell
1,330
-250
-16% -$64.2K 0.01% 294
2024
Q1 		$387K Sell
1,580
-915
-37% -$218K 0.01% 288
2023
Q4 		$619K Sell
2,495
-150
-6% -$33.1K 0.02% 236
2023
Q3 		$561K Sell
2,645
-325
-11% -$76.2K 0.02% 237
2023
Q2 		$696K Sell
2,970
-100
-3% -$21.9K 0.03% 231
2023
Q1 		$642K Sell
3,070
-251
-8% -$55.4K 0.03% 244
2022
Q4 		$704K Sell
3,321
-141
-4% -$30.8K 0.03% 233
2022
Q3 		$839K Sell
3,462
-483
-12% -$131K 0.04% 212
2022
Q2 		$1.03M Sell
3,945
-21
-0.5% -$6.36K 0.05% 204
2022
Q1 		$1.37M Buy
3,966
+15
+0.4% +$5.01K 0.05% 193
2021
Q4 		$1.39M Buy
3,951
+92
+2% +$31.3K 0.05% 195
2021
Q3 		$1.23M Sell
3,859
-60
-2% -$19.4K 0.05% 193
2021
Q2 		$1.18M Sell
3,919
-386
-9% -$114K 0.05% 191
2021
Q1 		$1.17M Sell
4,305
-485
-10% -$126K 0.05% 185
2020
Q4 		$1.14M Sell
4,790
-938
-16% -$216K 0.05% 175
2020
Q3 		$1.15M Sell
5,728
-1,159
-17% -$252K 0.06% 163
2020
Q2 		$1.58M Buy
6,887
+113
+2% +$27.1K 0.09% 144
2020
Q1 		$1.49M Buy
6,774
+165
+2% +$47.4K 0.1% 126
2019
Q4 		$1.99M Sell
6,609
-8
-0.1% -$2.53K 0.11% 130
2019
Q3 		$2.16M Buy
6,617
+428
+7% +$134K 0.13% 126
2019
Q2 		$1.81M Buy
6,189
+1,025
+20% +$295K 0.11% 135
2019
Q1 		$1.49M Sell
5,164
-125
-2% -$34.1K 0.1% 147
2018
Q4 		$1.3M Buy
5,289
+744
+16% +$188K 0.09% 196
2018
Q3 		$1.12M Sell
4,545
-300
-6% -$72.3K 0.06% 230
2018
Q2 		$1.16M Buy
4,845
+150
+3% +$35.7K 0.07% 217
2018
Q1 		$1.13M Sell
4,695
-135
-3% -$31.1K 0.07% 236
2017
Q4 		$1.17M Buy
4,830
+1,435
+42% +$362K 0.07% 243
2017
Q3 		$862K Buy
3,395
+955
+39% +$249K 0.05% 267
2017
Q2 		$628K Buy
2,440
+640
+36% +$161K 0.04% 324
2017
Q1 		$417K Sell
1,800
-50
-3% -$11.5K 0.03% 386
2016
Q4 		$430K Sell
1,850
-40
-2% -$8.65K 0.03% 379
2016
Q3 		$421K Hold
1,890
– – 0.03% 394
2016
Q2 		$431K Buy
1,890
+71
+4% +$15.9K 0.03% 379
2016
Q1 		$425K Sell
1,819
-71
-4% -$15.6K 0.03% 370
2015
Q4 		$452K Buy
1,890
+50
+3% +$11.5K 0.04% 355
2015
Q3 		$411K Sell
1,840
-180
-9% -$39.7K 0.03% 368
2015
Q2 		$429K Buy
2,020
+10
+0.5% +$2.21K 0.03% 369
2015
Q1 		$462K Sell
2,010
-300
-13% -$67.9K 0.04% 357
2014
Q4 		$477K Hold
2,310
– – 0.04% 344
2014
Q3 		$413K Hold
2,310
– – 0.04% 352
2014
Q2 		$427K Sell
2,310
-1,565
-40% -$277K 0.04% 346
2014
Q1 		$659K Sell
3,875
-74
-2% -$11.9K 0.07% 263
2013
Q4 		$567K Buy
3,949
+1,999
+103% +$307K 0.06% 274
2013
Q3 		$288K Buy
1,950
+35
+2% +$5.43K 0.03% 361
2013
Q2 		$304K Buy
+1,915
New +$301K 0.04% 355

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KCM Investment Advisors's ESS Position: Q1 2026 in Review

KCM Investment Advisors held its Essex Property Trust (ESS) position steady in Q1 2026 at 1,245 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #342.

KCM Investment Advisors first reported a position in ESS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.16M in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • KCM Investment Advisors held 1,245 shares of Essex Property Trust worth $301K as of Q1 2026.
  • KCM Investment Advisors left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #342 holding.
  • KCM Investment Advisors first reported a position in Essex Property Trust in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Essex Property Trust position peaked at $2.16M in Q3 2019.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.