Ken Fisher’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $510K | Sell |
2,107
-1,157
| -35% | -$292K | ﹤0.01% | 786 |
|
|
2025
Q4 | $854K | Buy |
3,264
+1,183
| +57% | +$306K | ﹤0.01% | 700 |
|
|
2025
Q3 | $557K | Sell |
2,081
-1,261
| -38% | -$341K | ﹤0.01% | 766 |
|
|
2025
Q2 | $947K | Buy |
3,342
+840
| +34% | +$236K | ﹤0.01% | 700 |
|
|
2025
Q1 | $767K | Sell |
2,502
-9,787
| -80% | -$2.86M | ﹤0.01% | 727 |
|
|
2024
Q4 | $3.51M | Buy |
12,289
+33
| +0.3% | +$9.75K | ﹤0.01% | 532 |
|
|
2024
Q3 | $3.62M | Sell |
12,256
-2,740
| -18% | -$795K | ﹤0.01% | 519 |
|
|
2024
Q2 | $4.08M | Buy |
14,996
+178
| +1% | +$45.7K | ﹤0.01% | 511 |
|
|
2024
Q1 | $3.63M | Sell |
14,818
-136
| -0.9% | -$32.4K | ﹤0.01% | 529 |
|
|
2023
Q4 | $3.71M | Sell |
14,954
-631
| -4% | -$139K | ﹤0.01% | 522 |
|
|
2023
Q3 | $3.31M | Sell |
15,585
-2,856
| -15% | -$670K | ﹤0.01% | 566 |
|
|
2023
Q2 | $4.32M | Sell |
18,441
-234
| -1% | -$51.2K | ﹤0.01% | 564 |
|
|
2023
Q1 | $3.94M | Sell |
18,675
-5,765
| -24% | -$1.27M | ﹤0.01% | 572 |
|
|
2022
Q4 | $5.18M | Buy |
24,440
+6,081
| +33% | +$1.33M | ﹤0.01% | 526 |
|
|
2022
Q3 | $4.45M | Sell |
18,359
-326
| -2% | -$88.2K | ﹤0.01% | 476 |
|
|
2022
Q2 | $4.89M | Sell |
18,685
-5,123
| -22% | -$1.55M | ﹤0.01% | 428 |
|
|
2022
Q1 | $8.22M | Buy |
23,808
+88
| +0.4% | +$29.4K | ﹤0.01% | 394 |
|
|
2021
Q4 | $8.36M | Buy |
23,720
+21,251
| +861% | +$7.23M | ﹤0.01% | 405 |
|
|
2021
Q3 | $789K | Sell |
2,469
-66
| -3% | -$21.4K | ﹤0.01% | 655 |
|
|
2021
Q2 | $761K | Sell |
2,535
-391
| -13% | -$115K | ﹤0.01% | 659 |
|
|
2021
Q1 | $795K | Sell |
2,926
-101
| -3% | -$26.2K | ﹤0.01% | 642 |
|
|
2020
Q4 | $719K | Sell |
3,027
-5
| -0.2% | -$1.15K | ﹤0.01% | 642 |
|
|
2020
Q3 | $609K | Sell |
3,032
-1,181
| -28% | -$257K | ﹤0.01% | 623 |
|
|
2020
Q2 | $965K | Buy |
4,213
+192
| +5% | +$46K | ﹤0.01% | 568 |
|
|
2020
Q1 | $886K | Sell |
4,021
-288
| -7% | -$82.8K | ﹤0.01% | 549 |
|
|
2019
Q4 | $1.3M | Sell |
4,309
-14,281
| -77% | -$4.51M | ﹤0.01% | 554 |
|
|
2019
Q3 | $6.07M | Buy |
18,590
+212
| +1% | +$66.3K | 0.01% | 419 |
|
|
2019
Q2 | $5.37M | Sell |
18,378
-28
| -0.2% | -$8.07K | 0.01% | 424 |
|
|
2019
Q1 | $5.32M | Sell |
18,406
-1,679
| -8% | -$458K | 0.01% | 410 |
|
|
2018
Q4 | $4.92M | Sell |
20,085
-40
| -0.2% | -$10.1K | 0.01% | 414 |
|
|
2018
Q3 | $4.96M | Sell |
20,125
-1,511
| -7% | -$364K | 0.01% | 420 |
|
|
2018
Q2 | $5.17M | Sell |
21,636
-3,498
| -14% | -$833K | 0.01% | 428 |
|
|
2018
Q1 | $6.05M | Sell |
25,134
-92
| -0.4% | -$21.2K | 0.01% | 390 |
|
|
2017
Q4 | $6.09M | Sell |
25,226
-623
| -2% | -$157K | 0.01% | 392 |
|
|
2017
Q3 | $6.57M | Buy |
25,849
+184
| +0.7% | +$48.1K | 0.01% | 370 |
|
|
2017
Q2 | $6.6M | Buy |
25,665
+63
| +0.2% | +$15.8K | 0.01% | 352 |
|
|
2017
Q1 | $5.93M | Sell |
25,602
-1,984
| -7% | -$455K | 0.01% | 340 |
|
|
2016
Q4 | $6.41M | Sell |
27,586
-472
| -2% | -$102K | 0.01% | 330 |
|
|
2016
Q3 | $6.25M | Sell |
28,058
-4,969
| -15% | -$1.13M | 0.01% | 335 |
|
|
2016
Q2 | $7.64M | Sell |
33,027
-2,213
| -6% | -$494K | 0.01% | 313 |
|
|
2016
Q1 | $7.92M | Buy |
35,240
+2,335
| +7% | +$512K | 0.02% | 310 |
|
|
2015
Q4 | $7.88M | Sell |
32,905
-740
| -2% | -$170K | 0.02% | 316 |
|
|
2015
Q3 | $7.52M | Sell |
33,645
-2,078
| -6% | -$458K | 0.02% | 308 |
|
|
2015
Q2 | $7.59M | Buy |
35,723
+1,450
| +4% | +$321K | 0.01% | 309 |
|
|
2015
Q1 | $7.88M | Buy |
34,273
+1,395
| +4% | +$316K | 0.02% | 307 |
|
|
2014
Q4 | $6.79M | Sell |
32,878
-1,160
| -3% | -$230K | 0.01% | 313 |
|
|
2014
Q3 | $6.08M | Sell |
34,038
-620
| -2% | -$117K | 0.01% | 311 |
|
|
2014
Q2 | $6.41M | Buy |
34,658
+318
| +0.9% | +$56.3K | 0.01% | 308 |
|
|
2014
Q1 | $5.84M | Sell |
34,340
-440
| -1% | -$71K | 0.01% | 302 |
|
|
2013
Q4 | $4.99M | Sell |
34,780
-675
| -2% | -$104K | 0.01% | 315 |
|
|
2013
Q3 | $5.24M | Sell |
35,455
-30,440
| -46% | -$4.72M | 0.01% | 308 |
|
|
2013
Q2 | $10.5M | Buy |
+65,895
| New | +$10.4M | 0.03% | 239 |
|
Other funds holding ESS
VPM
VCM
Ken Fisher's ESS Position: Q1 2026 in Review
Ken Fisher reduced its Essex Property Trust (ESS) stake by 35% in Q1 2026, selling an estimated $292K and leaving 2,107 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #786.
Ken Fisher first reported a position in ESS in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.5M in Q2 2013. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.
- Ken Fisher held 2,107 shares of Essex Property Trust worth $510K as of Q1 2026.
- Ken Fisher sold 1,157 Essex Property Trust shares in Q1 2026, an estimated $292K.
- Essex Property Trust made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #786 holding.
- Ken Fisher first reported a position in Essex Property Trust in Q2 2013 and has held it in 52 quarters since.
- Ken Fisher's Essex Property Trust position peaked at $10.5M in Q2 2013.
- 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.