Loudon Investment Management’s Essex Property Trust ESS Stock Holding History

Loudon Investment Management’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	-11,783	Closed	-$3.15M	–	95
2025 Q3	$3.15M	Sell	11,783 -956	-8%	-$258K	1.65%	22
2025 Q2	$3.61M	Sell	12,739 -1,165	-8%	-$327K	2%	14
2025 Q1	$4.26M	Sell	13,904 -48	-0.3%	-$14K	2.43%	15
2024 Q4	$3.98M	Sell	13,952 -1,550	-10%	-$458K	2.26%	15
2024 Q3	$4.58M	Hold	15,502	–	–	2.51%	13
2024 Q2	$4.22M	Sell	15,502 -315	-2%	-$80.8K	2.48%	10
2024 Q1	$3.87M	Hold	15,817	–	–	2.22%	16
2023 Q4	$3.92M	Buy	15,817 +61	+0.4%	+$13.5K	2.43%	14
2023 Q3	$3.34M	Buy	15,756 +1,137	+8%	+$267K	2.3%	15
2023 Q2	$3.43M	Buy	14,619 +625	+4%	+$137K	2.26%	14
2023 Q1	$2.93M	Buy	13,994 +10,313	+280%	+$2.27M	2.03%	17
2022 Q4	$780K	Buy	+3,681	New	+$805K	0.56%	49

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Loudon Investment Management's ESS Position: Q4 2025 in Review

Loudon Investment Management sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 11,783 shares — an estimated $3.15M sold.

Loudon Investment Management first reported a position in ESS in Q4 2022 and held it in 12 quarters. The position peaked at $4.58M in Q3 2024. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

Loudon Investment Management reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
Loudon Investment Management sold 11,783 Essex Property Trust shares in Q4 2025, an estimated $3.15M.
Loudon Investment Management first reported a position in Essex Property Trust in Q4 2022 and held it in 12 quarters.
Loudon Investment Management's Essex Property Trust position peaked at $4.58M in Q3 2024.
619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Loudon Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.