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Leeward Investments’s Essex Property Trust ESS Stock Holding History

Leeward Investments’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 		$8.73M Sell
29,944
-1,612
-5% -$433K 0.4% 103
2026
Q1 		$7.64M Sell
31,556
-1,072
-3% -$270K 0.38% 115
2025
Q4 		$8.54M Buy
32,628
+3,281
+11% +$849K 0.43% 109
2025
Q3 		$7.85M Sell
29,347
-1,061
-3% -$287K 0.4% 115
2025
Q2 		$8.62M Buy
30,408
+1,092
+4% +$307K 0.46% 105
2025
Q1 		$8.99M Sell
29,316
-1,020
-3% -$298K 0.48% 94
2024
Q4 		$8.66M Sell
30,336
-1,055
-3% -$312K 0.43% 104
2024
Q3 		$9.27M Sell
31,391
-8,128
-21% -$2.36M 0.43% 105
2024
Q2 		$10.8M Sell
39,519
-1,780
-4% -$457K 0.49% 101
2024
Q1 		$10.1M Buy
41,299
+1,575
+4% +$375K 0.45% 113
2023
Q4 		$9.85M Sell
39,724
-1,066
-3% -$235K 0.46% 104
2023
Q3 		$8.65M Sell
40,790
-443
-1% -$104K 0.44% 106
2023
Q2 		$9.66M Sell
41,233
-2,961
-7% -$647K 0.45% 112
2023
Q1 		$9.24M Sell
44,194
-776
-2% -$171K 0.42% 118
2022
Q4 		$9.53M Sell
44,970
-547
-1% -$120K 0.42% 114
2022
Q3 		$11M Sell
45,517
-378
-0.8% -$102K 0.53% 91
2022
Q2 		$12M Sell
45,895
-391
-0.8% -$118K 0.55% 82
2022
Q1 		$16M Buy
+46,286
New +$15.5M 0.63% 62

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

Leeward Investments's ESS Position: Q2 2026 in Review

Leeward Investments reduced its Essex Property Trust (ESS) stake by 5.1% in Q2 2026, selling an estimated $433K and leaving 29,944 shares worth $8.73M. The position accounts for 0.4% of the portfolio, ranked #103.

Leeward Investments first reported a position in ESS in Q1 2022 and has held it in 18 quarters since. The position peaked at $16M in Q1 2022. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Leeward Investments held 29,944 shares of Essex Property Trust worth $8.73M as of Q2 2026.
  • Leeward Investments sold 1,612 Essex Property Trust shares in Q2 2026, an estimated $433K.
  • Essex Property Trust made up 0.4% of Leeward Investments's portfolio in Q2 2026, its #103 holding.
  • Leeward Investments first reported a position in Essex Property Trust in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Essex Property Trust position peaked at $16M in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.