LM Advisors’s Essex Property Trust ESS Stock Holding History

LM Advisors’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	$1.72M	Buy	5,843 +4,406	+307%	+$1.18M	0.2%	78
2026 Q1	$5.88K	Sell	1,437 -182	-11%	-$45.9K	0.09%	122
2025 Q4	$6.19K	Sell	1,619 -4,981	-75%	-$1.29M	0.11%	113
2025 Q3	$1.78M	Sell	6,600 -268	-4%	-$72.4K	0.26%	68
2025 Q2	$1.95M	Sell	6,868 -59	-0.9%	-$16.6K	0.25%	55
2025 Q1	$2.12M	Sell	6,927 -814	-11%	-$238K	0.38%	53
2024 Q4	$2.21M	Sell	7,741 -125	-2%	-$36.9K	0.4%	47
2024 Q3	$2.32M	Sell	7,866 -325	-4%	-$94.3K	0.47%	44
2024 Q2	$2.23M	Sell	8,191 -251	-3%	-$64.4K	﹤0.01%	65
2024 Q1	$2.07M	Sell	8,442 -164	-2%	-$39K	0.33%	64
2023 Q4	$2.13M	Buy	+8,606	New	+$1.9M	0.43%	49

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LM Advisors's ESS Position: Q2 2026 in Review

LM Advisors increased its Essex Property Trust (ESS) stake by 307% in Q2 2026, buying an estimated $1.18M and bringing the position to 5,843 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #78.

LM Advisors first reported a position in ESS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q3 2024. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

LM Advisors held 5,843 shares of Essex Property Trust worth $1.72M as of Q2 2026.
LM Advisors bought 4,406 Essex Property Trust shares in Q2 2026, an estimated $1.18M.
Essex Property Trust made up 0.2% of LM Advisors's portfolio in Q2 2026, its #78 holding.
LM Advisors first reported a position in Essex Property Trust in Q4 2023 and has held it in 11 quarters since.
LM Advisors's Essex Property Trust position peaked at $2.32M in Q3 2024.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.