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LRI Investments’s Essex Property Trust ESS Stock Holding History

LRI Investments’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 		$9.91K Hold
34
– – ﹤0.01% 956
2026
Q1 		$8.23K Buy
+34
New +$8.58K ﹤0.01% 937

Other funds holding ESS

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's ESS Position: Q2 2026 in Review

LRI Investments held its Essex Property Trust (ESS) position steady in Q2 2026 at 34 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

LRI Investments first reported a position in ESS in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • LRI Investments held 34 shares of Essex Property Trust worth $9.91K as of Q2 2026.
  • LRI Investments left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #956 holding.
  • LRI Investments first reported a position in Essex Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.