Mackenzie Financial’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.2M | Buy |
110,505
+89,885
| +436% | +$24.2M | 0.03% | 335 |
|
|
2026
Q1 | $4.99M | Buy |
20,620
+8,091
| +65% | +$2.04M | 0.01% | 662 |
|
|
2025
Q4 | $3.3M | Buy |
12,529
+3,151
| +34% | +$816K | ﹤0.01% | 729 |
|
|
2025
Q3 | $2.51M | Buy |
9,378
+114
| +1% | +$30.8K | ﹤0.01% | 778 |
|
|
2025
Q2 | $2.63M | Buy |
9,264
+609
| +7% | +$171K | ﹤0.01% | 729 |
|
|
2025
Q1 | $2.65M | Buy |
8,655
+353
| +4% | +$103K | ﹤0.01% | 699 |
|
|
2024
Q4 | $2.37M | Buy |
8,302
+2,725
| +49% | +$805K | ﹤0.01% | 733 |
|
|
2024
Q3 | $1.65M | Sell |
5,577
-239
| -4% | -$69.3K | ﹤0.01% | 769 |
|
|
2024
Q2 | $1.58M | Sell |
5,816
-55
| -0.9% | -$14.1K | ﹤0.01% | 777 |
|
|
2024
Q1 | $1.44M | Sell |
5,871
-1,167
| -17% | -$278K | ﹤0.01% | 808 |
|
|
2023
Q4 | $1.75M | Sell |
7,038
-28,913
| -80% | -$6.38M | ﹤0.01% | 750 |
|
|
2023
Q3 | $7.45M | Buy |
35,951
+25,488
| +244% | +$5.98M | 0.01% | 474 |
|
|
2023
Q2 | $2.48M | Sell |
10,463
-228
| -2% | -$49.8K | ﹤0.01% | 680 |
|
|
2023
Q1 | $2.24M | Buy |
10,691
+4,539
| +74% | +$1M | ﹤0.01% | 713 |
|
|
2022
Q4 | $1.3M | Buy |
6,152
+762
| +14% | +$167K | ﹤0.01% | 740 |
|
|
2022
Q3 | $1.31M | Buy |
5,390
+88
| +2% | +$23.8K | ﹤0.01% | 778 |
|
|
2022
Q2 | $1.39M | Buy |
5,302
+238
| +5% | +$72K | ﹤0.01% | 783 |
|
|
2022
Q1 | $1.75M | Sell |
5,064
-621
| -11% | -$207K | ﹤0.01% | 781 |
|
|
2021
Q4 | $2M | Sell |
5,685
-121
| -2% | -$41.2K | ﹤0.01% | 766 |
|
|
2021
Q3 | $1.86M | Buy |
5,806
+593
| +11% | +$192K | ﹤0.01% | 769 |
|
|
2021
Q2 | $1.56M | Buy |
5,213
+28
| +0.5% | +$8.26K | ﹤0.01% | 771 |
|
|
2021
Q1 | $1.41M | Buy |
5,185
+754
| +17% | +$196K | ﹤0.01% | 749 |
|
|
2020
Q4 | $1.05M | Buy |
4,431
+202
| +5% | +$46.6K | ﹤0.01% | 707 |
|
|
2020
Q3 | $849K | Sell |
4,229
-54,429
| -93% | -$11.9M | ﹤0.01% | 699 |
|
|
2020
Q2 | $13.4M | Buy |
58,658
+54,656
| +1,366% | +$13.1M | 0.04% | 267 |
|
|
2020
Q1 | $881K | Buy |
4,002
+190
| +5% | +$54.6K | ﹤0.01% | 673 |
|
|
2019
Q4 | $1.15M | Buy |
3,812
+672
| +21% | +$212K | ﹤0.01% | 711 |
|
|
2019
Q3 | $1.03M | Sell |
3,140
-198
| -6% | -$61.9K | ﹤0.01% | 718 |
|
|
2019
Q2 | $974K | Buy |
3,338
+183
| +6% | +$52.7K | ﹤0.01% | 753 |
|
|
2019
Q1 | $913K | Sell |
3,155
-6,084
| -66% | -$1.66M | ﹤0.01% | 939 |
|
|
2018
Q4 | $2.27M | Buy |
9,239
+7,746
| +519% | +$1.95M | 0.01% | 686 |
|
|
2018
Q3 | $368K | Buy |
1,493
+287
| +24% | +$69.1K | ﹤0.01% | 948 |
|
|
2018
Q2 | $288K | Buy |
1,206
+249
| +26% | +$59.3K | ﹤0.01% | 899 |
|
|
2018
Q1 | $230K | Buy |
+957
| New | +$221K | ﹤0.01% | 874 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$690K | – | 829 |
|
|
2015
Q1 | $690K | Sell |
3,000
-839
| -22% | -$190K | ﹤0.01% | 608 |
|
|
2014
Q4 | $793K | Buy |
3,839
+260
| +7% | +$51.5K | ﹤0.01% | 575 |
|
|
2014
Q3 | $640K | Sell |
3,579
-21
| -0.6% | -$3.96K | ﹤0.01% | 586 |
|
|
2014
Q2 | $666K | Buy |
+3,600
| New | +$637K | ﹤0.01% | 566 |
|
|
2013
Q3 | – | Sell |
-2,425
| Closed | -$385K | – | 632 |
|
|
2013
Q2 | $385K | Buy |
+2,425
| New | +$382K | ﹤0.01% | 601 |
|
Other funds holding ESS
Mackenzie Financial's ESS Position: Q2 2026 in Review
Mackenzie Financial increased its Essex Property Trust (ESS) stake by 436% in Q2 2026, buying an estimated $24.2M and bringing the position to 110,505 shares worth $32.2M. The position accounts for 0.03% of the portfolio, ranked #335.
Mackenzie Financial first reported a position in ESS in Q2 2013 and has held it in 39 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Mackenzie Financial held 110,505 shares of Essex Property Trust worth $32.2M as of Q2 2026.
- Mackenzie Financial bought 89,885 Essex Property Trust shares in Q2 2026, an estimated $24.2M.
- Essex Property Trust made up 0.03% of Mackenzie Financial's portfolio in Q2 2026, its #335 holding.
- Mackenzie Financial first reported a position in Essex Property Trust in Q2 2013 and has held it in 39 quarters since.
- 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.