Lido Advisors’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
Q2 | $50.3M | Buy |
170,878
+965
| +0.6% | +$259K | 0.14% | 98 |
|
|
2026
Q1 | $41.6M | Sell |
169,913
-659
| -0.4% | -$166K | 0.13% | 107 |
|
|
2025
Q4 | $46.1M | Buy |
170,572
+9
| +0% | +$2.33K | 0.14% | 96 |
|
|
2025
Q3 | $46.1M | Sell |
170,563
-287
| -0.2% | -$77.6K | 0.14% | 91 |
|
|
2025
Q2 | $48.9M | Buy |
170,850
+993
| +0.6% | +$279K | 0.19% | 72 |
|
|
2025
Q1 | $52.5M | Buy |
169,857
+369
| +0.2% | +$108K | 0.24% | 62 |
|
|
2024
Q4 | $48.4M | Buy |
169,488
+110
| +0.1% | +$32.5K | 0.22% | 58 |
|
|
2024
Q3 | $50M | Buy |
169,378
+835
| +0.5% | +$242K | 0.25% | 41 |
|
|
2024
Q2 | $46.3M | Sell |
168,543
-1,684
| -1% | -$432K | 0.26% | 42 |
|
|
2024
Q1 | $42.1M | Sell |
170,227
-1,415
| -0.8% | -$337K | 0.25% | 42 |
|
|
2023
Q4 | $43M | Sell |
171,642
-1,516
| -0.9% | -$334K | 0.29% | 36 |
|
|
2023
Q3 | $36.7M | Sell |
173,158
-764
| -0.4% | -$179K | 0.28% | 39 |
|
|
2023
Q2 | $40.7M | Sell |
173,922
-2,261
| -1% | -$494K | 0.29% | 35 |
|
|
2023
Q1 | $36.8M | Buy |
176,183
+3,767
| +2% | +$831K | 0.36% | 32 |
|
|
2022
Q4 | $36.5M | Buy |
172,416
+1,913
| +1% | +$418K | 0.45% | 26 |
|
|
2022
Q3 | $41.3M | Buy |
170,503
+1,770
| +1% | +$479K | 0.52% | 19 |
|
|
2022
Q2 | $44.1M | Buy |
168,733
+1,390
| +0.8% | +$421K | 0.58% | 17 |
|
|
2022
Q1 | $57.8M | Buy |
167,343
+736
| +0.4% | +$246K | 0.64% | 16 |
|
|
2021
Q4 | $58.7M | Buy |
166,607
+28
| +0% | +$9.53K | 0.64% | 16 |
|
|
2021
Q3 | $53.3M | Buy |
166,579
+12
| +0% | +$3.88K | 0.74% | 16 |
|
|
2021
Q2 | $50.3M | Sell |
166,567
-7
| -0% | -$2.06K | 0.7% | 15 |
|
|
2021
Q1 | $45.6M | Sell |
166,574
-69
| -0% | -$17.9K | 0.79% | 17 |
|
|
2020
Q4 | $39.9M | Sell |
166,643
-2,000
| -1% | -$461K | 0.83% | 15 |
|
|
2020
Q3 | $34.2M | Buy |
168,643
+1,996
| +1% | +$435K | 0.88% | 15 |
|
|
2020
Q2 | $38.5M | Buy |
166,647
+739
| +0.4% | +$177K | 1.16% | 11 |
|
|
2020
Q1 | $36.9M | Buy |
165,908
+32
| +0% | +$9.2K | 1.57% | 11 |
|
|
2019
Q4 | $50.2M | Buy |
165,876
+10
| +0% | +$3.16K | 2% | 8 |
|
|
2019
Q3 | $54.5M | Hold |
165,866
| – | – | 2.76% | 6 |
|
|
2019
Q2 | $48.7M | Buy |
165,866
+7
| +0% | +$2.02K | 2.79% | 6 |
|
|
2019
Q1 | $48.3M | Buy |
+165,859
| New | +$45.3M | 3.14% | 6 |
|
Other funds holding ESS
Lido Advisors's ESS Position: Q2 2026 in Review
Lido Advisors increased its Essex Property Trust (ESS) stake by 0.57% in Q2 2026, buying an estimated $259K and bringing the position to 170,878 shares worth $50.3M. The position accounts for 0.14% of the portfolio, ranked #98.
Lido Advisors first reported a position in ESS in Q1 2019 and has held it in 30 quarters since. The position peaked at $58.7M in Q4 2021. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Lido Advisors held 170,878 shares of Essex Property Trust worth $50.3M as of Q2 2026.
- Lido Advisors bought 965 Essex Property Trust shares in Q2 2026, an estimated $259K.
- Essex Property Trust made up 0.14% of Lido Advisors's portfolio in Q2 2026, its #98 holding.
- Lido Advisors first reported a position in Essex Property Trust in Q1 2019 and has held it in 30 quarters since.
- Lido Advisors's Essex Property Trust position peaked at $58.7M in Q4 2021.
- 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.