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

Lighthouse 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	$1.12M	Sell	4,639 -82,951	-95%	-$20.9M	0.04%	402
2025 Q4	$22.9M	Buy	87,590 +17,961	+26%	+$4.65M	0.69%	19
2025 Q3	$18.6M	Buy	69,629 +55,508	+393%	+$15M	0.57%	29
2025 Q2	$4M	Sell	14,121 -82,245	-85%	-$23.1M	0.15%	205
2025 Q1	$29.5M	Buy	+96,366	New	+$28.2M	1.22%	5
2024 Q2	–	Sell	-7,500	Closed	-$1.84M	–	441
2024 Q1	$1.84M	Buy	7,500 +3,000	+67%	+$714K	0.08%	242
2023 Q4	$1.12M	Buy	+4,500	New	+$993K	0.05%	222

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lighthouse Investment Partners's ESS Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its Essex Property Trust (ESS) stake by 95% in Q1 2026, selling an estimated $20.9M and leaving 4,639 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #402.

Lighthouse Investment Partners first reported a position in ESS in Q4 2023 and has held it in 7 quarters since. The position peaked at $29.5M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Lighthouse Investment Partners held 4,639 shares of Essex Property Trust worth $1.12M as of Q1 2026.
Lighthouse Investment Partners sold 82,951 Essex Property Trust shares in Q1 2026, an estimated $20.9M.
Essex Property Trust made up 0.04% of Lighthouse Investment Partners's portfolio in Q1 2026, its #402 holding.
Lighthouse Investment Partners first reported a position in Essex Property Trust in Q4 2023 and has held it in 7 quarters since.
Lighthouse Investment Partners's Essex Property Trust position peaked at $29.5M in Q1 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.