Legal & General Group
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Legal & General Group’s Essex Property Trust ESS Stock Holding History

Legal & General Group’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 		$219M Sell
902,919
-47,829
-5% -$12.1M 0.05% 326
2025
Q4 		$249M Buy
950,748
+29,466
+3% +$7.63M 0.06% 315
2025
Q3 		$247M Sell
921,282
-8,778
-0.9% -$2.37M 0.06% 314
2025
Q2 		$264M Sell
930,060
-18,735
-2% -$5.26M 0.07% 292
2025
Q1 		$291M Buy
948,795
+32,910
+4% +$9.62M 0.08% 264
2024
Q4 		$261M Sell
915,885
-54,868
-6% -$16.2M 0.07% 275
2024
Q3 		$287M Sell
970,753
-18,549
-2% -$5.38M 0.08% 269
2024
Q2 		$269M Sell
989,302
-28,154
-3% -$7.23M 0.08% 263
2024
Q1 		$249M Sell
1,017,456
-5,628
-0.6% -$1.34M 0.07% 283
2023
Q4 		$254M Buy
1,023,084
+42,320
+4% +$9.34M 0.08% 271
2023
Q3 		$208M Sell
980,764
-16,783
-2% -$3.93M 0.07% 294
2023
Q2 		$234M Buy
997,547
+6,945
+0.7% +$1.52M 0.08% 284
2023
Q1 		$207M Buy
990,602
+62,576
+7% +$13.8M 0.07% 302
2022
Q4 		$197M Sell
928,026
-1,744
-0.2% -$381K 0.08% 307
2022
Q3 		$225M Sell
929,770
-55,430
-6% -$15M 0.09% 261
2022
Q2 		$258M Buy
985,200
+55,103
+6% +$16.7M 0.09% 252
2022
Q1 		$321M Buy
930,097
+23,266
+3% +$7.77M 0.1% 230
2021
Q4 		$319M Sell
906,831
-15,265
-2% -$5.2M 0.1% 232
2021
Q3 		$295M Buy
922,096
+24,086
+3% +$7.79M 0.1% 234
2021
Q2 		$269M Sell
898,010
-4,014
-0.4% -$1.18M 0.09% 259
2021
Q1 		$245M Sell
902,024
-4,612
-0.5% -$1.2M 0.09% 249
2020
Q4 		$215M Sell
906,636
-16,730
-2% -$3.86M 0.08% 272
2020
Q3 		$185M Buy
923,366
+28,989
+3% +$6.31M 0.08% 267
2020
Q2 		$205M Buy
894,377
+8,118
+0.9% +$1.95M 0.1% 219
2020
Q1 		$195M Buy
886,259
+59,866
+7% +$17.2M 0.11% 191
2019
Q4 		$249M Buy
826,393
+13,061
+2% +$4.13M 0.12% 203
2019
Q3 		$266M Buy
813,332
+12,381
+2% +$3.87M 0.14% 175
2019
Q2 		$234M Buy
800,951
+125,187
+19% +$36.1M 0.13% 197
2019
Q1 		$195M Buy
675,764
+71,861
+12% +$19.6M 0.11% 213
2018
Q4 		$148M Buy
603,903
+25,082
+4% +$6.32M 0.11% 209
2018
Q3 		$143M Buy
578,821
+11,343
+2% +$2.73M 0.1% 227
2018
Q2 		$136M Sell
567,478
-7,172
-1% -$1.71M 0.1% 225
2018
Q1 		$138M Buy
574,650
+27,556
+5% +$6.35M 0.11% 223
2017
Q4 		$132M Buy
547,094
+9,372
+2% +$2.36M 0.1% 244
2017
Q3 		$137M Buy
537,722
+25,779
+5% +$6.73M 0.1% 224
2017
Q2 		$132M Buy
511,943
+16,091
+3% +$4.04M 0.11% 220
2017
Q1 		$115M Buy
495,852
+33,007
+7% +$7.57M 0.1% 237
2016
Q4 		$108M Buy
462,845
+25,222
+6% +$5.45M 0.1% 234
2016
Q3 		$97.5M Buy
437,623
+11,121
+3% +$2.53M 0.1% 237
2016
Q2 		$97.3M Buy
426,502
+25,911
+6% +$5.79M 0.1% 232
2016
Q1 		$93.7M Buy
400,591
+12,029
+3% +$2.64M 0.1% 225
2015
Q4 		$93M Buy
388,562
+13,869
+4% +$3.19M 0.11% 220
2015
Q3 		$83.7M Buy
374,693
+18,060
+5% +$3.98M 0.1% 220
2015
Q2 		$75.8M Buy
356,633
+25,701
+8% +$5.69M 0.09% 255
2015
Q1 		$76.1M Buy
330,932
+6,163
+2% +$1.4M 0.09% 256
2014
Q4 		$67.1M Buy
324,769
+30,104
+10% +$5.96M 0.08% 286
2014
Q3 		$52.7M Buy
294,665
+176,856
+150% +$33.4M 0.06% 343
2014
Q2 		$21.8M Buy
117,809
+52,152
+79% +$9.23M 0.03% 585
2014
Q1 		$11.2M Sell
65,657
-280
-0.4% -$45.2K 0.01% 643
2013
Q4 		$9.46M Buy
65,937
+2,547
+4% +$391K 0.01% 637
2013
Q3 		$9.36M Buy
63,390
+1,363
+2% +$211K 0.01% 643
2013
Q2 		$9.86M Buy
+62,027
New +$9.76M 0.01% 634

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

Legal & General Group's ESS Position: Q1 2026 in Review

Legal & General Group reduced its Essex Property Trust (ESS) stake by 5% in Q1 2026, selling an estimated $12.1M and leaving 902,919 shares worth $219M. The position accounts for 0.05% of the portfolio, ranked #326.

Legal & General Group first reported a position in ESS in Q2 2013 and has held it in 52 quarters since. The position peaked at $321M in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Legal & General Group held 902,919 shares of Essex Property Trust worth $219M as of Q1 2026.
  • Legal & General Group sold 47,829 Essex Property Trust shares in Q1 2026, an estimated $12.1M.
  • Essex Property Trust made up 0.05% of Legal & General Group's portfolio in Q1 2026, its #326 holding.
  • Legal & General Group first reported a position in Essex Property Trust in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's Essex Property Trust position peaked at $321M in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.