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MAI Capital Management’s Essex Property Trust ESS Stock Holding History

MAI Capital 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
2026
Q2 		$797K Buy
2,730
+519
+23% +$140K ﹤0.01% 1086
2026
Q1 		$535K Buy
2,211
+186
+9% +$46.9K ﹤0.01% 1001
2025
Q4 		$530K Sell
2,025
-63
-3% -$16.3K ﹤0.01% 939
2025
Q3 		$559K Sell
2,088
-118
-5% -$31.9K ﹤0.01% 882
2025
Q2 		$625K Buy
2,206
+67
+3% +$18.8K ﹤0.01% 780
2025
Q1 		$656K Buy
2,139
+13
+0.6% +$3.8K ﹤0.01% 734
2024
Q4 		$607K Buy
+2,126
New +$628K ﹤0.01% 781
2024
Q3 		– Sell
-843
Closed -$230K – 1153
2024
Q2 		$230K Buy
843
+2
+0.2% +$513 ﹤0.01% 1092
2024
Q1 		$206K Buy
+841
New +$200K ﹤0.01% 1111

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MAI Capital Management's ESS Position: Q2 2026 in Review

MAI Capital Management increased its Essex Property Trust (ESS) stake by 23% in Q2 2026, buying an estimated $140K and bringing the position to 2,730 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

MAI Capital Management first reported a position in ESS in Q1 2024 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • MAI Capital Management held 2,730 shares of Essex Property Trust worth $797K as of Q2 2026.
  • MAI Capital Management bought 519 Essex Property Trust shares in Q2 2026, an estimated $140K.
  • Essex Property Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1086 holding.
  • MAI Capital Management first reported a position in Essex Property Trust in Q1 2024 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.