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Mather Group’s Essex Property Trust ESS Stock Holding History

Mather Group’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 		$201K Buy
690
+11
+2% +$2.96K ﹤0.01% 767
2026
Q1 		$164K Sell
679
-109
-14% -$27.5K ﹤0.01% 776
2025
Q4 		$206K Buy
788
+95
+14% +$24.6K ﹤0.01% 620
2025
Q3 		$185K Buy
+693
New +$187K ﹤0.01% 643
2025
Q2 		– Sell
-768
Closed -$235K – 955
2025
Q1 		$235K Sell
768
-7
-0.9% -$2.04K ﹤0.01% 545
2024
Q4 		$221K Sell
775
-6
-0.8% -$1.77K ﹤0.01% 540
2024
Q3 		$231K Buy
781
+54
+7% +$15.7K ﹤0.01% 528
2024
Q2 		$178K Buy
727
+30
+4% +$7.7K ﹤0.01% 645
2024
Q1 		$173K Buy
+697
New +$166K ﹤0.01% 562
2023
Q4 		– Sell
-1,035
Closed -$220K – 562
2023
Q3 		$220K Buy
+1,035
New +$243K ﹤0.01% 505

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

Mather Group's ESS Position: Q2 2026 in Review

Mather Group increased its Essex Property Trust (ESS) stake by 1.6% in Q2 2026, buying an estimated $2.96K and bringing the position to 690 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Mather Group first reported a position in ESS in Q3 2023 and has held it in 10 quarters since. The position peaked at $235K in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Mather Group held 690 shares of Essex Property Trust worth $201K as of Q2 2026.
  • Mather Group bought 11 Essex Property Trust shares in Q2 2026, an estimated $2.96K.
  • Essex Property Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #767 holding.
  • Mather Group first reported a position in Essex Property Trust in Q3 2023 and has held it in 10 quarters since.
  • Mather Group's Essex Property Trust position peaked at $235K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.