Massachusetts Financial Services
ESS icon

Massachusetts Financial Services’s Essex Property Trust ESS Stock Holding History

Massachusetts Financial Services’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 		$251M Sell
838,001
-11,522
-1% -$3.1M 0.08% 223
2026
Q1 		$211M Sell
849,523
-38,473
-4% -$9.7M 0.07% 242
2025
Q4 		$232M Sell
887,996
-106,144
-11% -$27.5M 0.07% 236
2025
Q3 		$266M Sell
994,140
-247,400
-20% -$66.9M 0.08% 227
2025
Q2 		$352M Sell
1,241,540
-770
-0.1% -$216K 0.11% 185
2025
Q1 		$381M Sell
1,242,310
-17,217
-1% -$5.03M 0.13% 172
2024
Q4 		$360M Sell
1,259,527
-69,989
-5% -$20.7M 0.11% 196
2024
Q3 		$393M Buy
1,329,516
+183,947
+16% +$53.4M 0.12% 182
2024
Q2 		$312M Buy
1,145,569
+27,570
+2% +$7.08M 0.1% 196
2024
Q1 		$274M Buy
1,117,999
+52,369
+5% +$12.5M 0.08% 217
2023
Q4 		$264M Sell
1,065,630
-105,280
-9% -$23.2M 0.09% 209
2023
Q3 		$248M Sell
1,170,910
-46,580
-4% -$10.9M 0.09% 211
2023
Q2 		$285M Buy
1,217,490
+109,630
+10% +$24M 0.09% 202
2023
Q1 		$232M Buy
1,107,860
+240,206
+28% +$53M 0.08% 224
2022
Q4 		$184M Buy
867,654
+352,001
+68% +$76.9M 0.06% 249
2022
Q3 		$125M Buy
+515,653
New +$140M 0.05% 299

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

Massachusetts Financial Services's ESS Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Essex Property Trust (ESS) stake by 1.4% in Q2 2026, selling an estimated $3.1M and leaving 838,001 shares worth $251M. The position accounts for 0.08% of the portfolio, ranked #223.

Massachusetts Financial Services first reported a position in ESS in Q3 2022 and has held it in 16 quarters since. The position peaked at $393M in Q3 2024. 628 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Massachusetts Financial Services held 838,001 shares of Essex Property Trust worth $251M as of Q2 2026.
  • Massachusetts Financial Services sold 11,522 Essex Property Trust shares in Q2 2026, an estimated $3.1M.
  • Essex Property Trust made up 0.08% of Massachusetts Financial Services's portfolio in Q2 2026, its #223 holding.
  • Massachusetts Financial Services first reported a position in Essex Property Trust in Q3 2022 and has held it in 16 quarters since.
  • Massachusetts Financial Services's Essex Property Trust position peaked at $393M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.