LIP
ESS icon

Landmark Investment Partners’s Essex Property Trust ESS Stock Holding History

Landmark Investment Partners’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 		$3.85M Sell
15,906
-12,423
-44% -$3.13M 3.98% 16
2025
Q4 		$7.41M Sell
28,329
-3,448
-11% -$892K 6.35% 12
2025
Q3 		$8.51M Sell
31,777
-61,783
-66% -$16.7M 6.97% 11
2025
Q2 		$26.5M Sell
93,560
-36,288
-28% -$10.2M 11.89% 1
2025
Q1 		$39.8M Buy
129,848
+41,421
+47% +$12.1M 12.46% 1
2024
Q4 		$25.2M Buy
+88,427
New +$26.1M 10.2% 2

Other funds holding ESS

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return