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Lindbrook Capital’s Essex Property Trust ESS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$52.4K Buy
171
+55
+47% +$16.1K ﹤0.01% 984
2024
Q4 		$33.1K Buy
116
+8
+7% +$2.36K ﹤0.01% 996
2024
Q3 		$31.9K Sell
108
-17
-14% -$4.93K ﹤0.01% 1034
2024
Q2 		$34K Sell
125
-5
-4% -$1.28K ﹤0.01% 967
2024
Q1 		$31.8K Buy
130
+20
+18% +$4.76K ﹤0.01% 984
2023
Q4 		$27.3K Buy
110
+58
+112% +$12.8K ﹤0.01% 1019
2023
Q3 		$11K Sell
52
-189
-78% -$44.3K ﹤0.01% 1361
2023
Q2 		$56.5K Sell
241
-41
-15% -$8.96K 0.01% 674
2023
Q1 		$59K Sell
282
-10
-3% -$2.21K 0.01% 633
2022
Q4 		$61.9K Sell
292
-17
-6% -$3.72K 0.01% 615
2022
Q3 		$75K Buy
309
+50
+19% +$13.5K 0.01% 522
2022
Q2 		$68K Sell
259
-112
-30% -$33.9K 0.01% 555
2022
Q1 		$128K Buy
371
+8
+2% +$2.67K 0.02% 395
2021
Q4 		$128K Buy
363
+250
+221% +$85.1K 0.02% 426
2021
Q3 		$36K Hold
113
– – 0.01% 539
2021
Q2 		$34K Hold
113
– – 0.01% 594
2021
Q1 		$31K Buy
113
+11
+11% +$2.85K 0.01% 591
2020
Q4 		$24K Buy
102
+2
+2% +$461 0.01% 618
2020
Q3 		$20K Sell
100
-5
-5% -$1.09K 0.01% 603
2020
Q2 		$24K Buy
105
+4
+4% +$959 0.01% 550
2020
Q1 		$22K Buy
101
+79
+359% +$22.7K 0.01% 512
2019
Q4 		$7K Sell
22
-7
-24% -$2.21K ﹤0.01% 1005
2019
Q3 		$9K Buy
29
+7
+32% +$2.19K ﹤0.01% 923
2019
Q2 		$6K Hold
22
– – ﹤0.01% 1006
2019
Q1 		$6K Hold
22
– – ﹤0.01% 1027
2018
Q4 		$5K Buy
+22
New +$5.55K ﹤0.01% 1006

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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 $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lindbrook Capital's ESS Position: Q1 2025 in Review

Lindbrook Capital increased its Essex Property Trust (ESS) stake by 47% in Q1 2025, buying an estimated $16.1K and bringing the position to 171 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Lindbrook Capital first reported a position in ESS in Q4 2018 and has held it in 26 quarters since. The position peaked at $128K in Q1 2022. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Lindbrook Capital held 171 shares of Essex Property Trust worth $52.4K as of Q1 2025.
  • Lindbrook Capital bought 55 Essex Property Trust shares in Q1 2025, an estimated $16.1K.
  • Essex Property Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #984 holding.
  • Lindbrook Capital first reported a position in Essex Property Trust in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Essex Property Trust position peaked at $128K in Q1 2022.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.