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LMR Partners’s Essex Property Trust ESS Stock Holding History

LMR 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
2025
Q4 		– Sell
-49,044
Closed -$13.1M – 1583
2025
Q3 		$13.1M Buy
+49,044
New +$13.3M 0.06% 253
2021
Q2 		– Sell
-887
Closed -$241K – 1189
2021
Q1 		$241K Sell
887
-115
-11% -$29.8K 0.01% 767
2020
Q4 		$238K Buy
+1,002
New +$231K ﹤0.01% 412
2019
Q2 		– Sell
-926
Closed -$268K – 479
2019
Q1 		$268K Sell
926
-1,567
-63% -$428K 0.01% 318
2018
Q4 		$611K Buy
+2,493
New +$629K 0.03% 246
2018
Q2 		– Sell
-3,140
Closed -$758K – 516
2018
Q1 		$758K Hold
3,140
– – 0.08% 215
2017
Q4 		$758K Sell
3,140
-103
-3% -$26K 0.08% 215
2017
Q3 		$824K Sell
3,243
-20
-0.6% -$5.22K 0.09% 122
2017
Q2 		$840K Buy
3,263
+443
+16% +$111K 0.05% 340
2017
Q1 		$653K Buy
+2,820
New +$647K 0.06% 177
2016
Q2 		– Sell
-1,642
Closed -$384 – 514
2016
Q1 		$384 Buy
+1,642
New +$360K 0.04% 306
2015
Q3 		– Sell
-8,853
Closed -$1.88M – 363
2015
Q2 		$1.88M Buy
8,853
+866
+11% +$192K 0.23% 117
2015
Q1 		$1.84M Sell
7,987
-1,147
-13% -$260K 0.25% 105
2014
Q4 		$1.89M Buy
9,134
+4,284
+88% +$849K 0.25% 96
2014
Q3 		$867K Buy
+4,850
New +$915K 0.07% 139
2014
Q2 		– Sell
-49,811
Closed -$8.47M – 484
2014
Q1 		$8.47M Buy
+49,811
New +$8.03M 1.19% 27

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LMR Partners's ESS Position: Q4 2025 in Review

LMR Partners sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 49,044 shares — an estimated $13.1M sold.

LMR Partners first reported a position in ESS in Q1 2014 and held it in 16 quarters. The position peaked at $13.1M in Q3 2025. 618 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • LMR Partners reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • LMR Partners sold 49,044 Essex Property Trust shares in Q4 2025, an estimated $13.1M.
  • LMR Partners first reported a position in Essex Property Trust in Q1 2014 and held it in 16 quarters.
  • LMR Partners's Essex Property Trust position peaked at $13.1M in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.