MB, Levis & Associates’s Essex Property Trust ESS Stock Holding History

MB, Levis & Associates’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 Q3	$10K	Hold	37	–	–	﹤0.01%	168
2026 Q2	$10.8K	Hold	37	–	–	﹤0.01%	173
2026 Q1	$8.95K	Hold	37	–	–	﹤0.01%	169
2025 Q4	$9.7K	Hold	37	–	–	﹤0.01%	165
2025 Q3	$9.9K	Hold	37	–	–	﹤0.01%	161
2025 Q2	$10.5K	Hold	37	–	–	﹤0.01%	191
2025 Q1	$11.3K	Hold	37	–	–	0.01%	184
2024 Q4	$10.6K	Hold	37	–	–	0.01%	184
2024 Q3	$10.9K	Hold	37	–	–	0.01%	189
2024 Q2	$10.1K	Hold	37	–	–	0.01%	187
2024 Q1	$9.06K	Hold	37	–	–	﹤0.01%	193
2023 Q4	$9.17K	Hold	37	–	–	0.01%	191
2023 Q3	$7.85K	Hold	37	–	–	0.01%	205
2023 Q2	$8.67K	Hold	37	–	–	0.01%	203
2023 Q1	$7.74K	Hold	37	–	–	0.01%	205
2022 Q4	$7.84K	Buy	+37	New	+$8.09K	0.01%	190

Other funds holding ESS

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

MB, Levis & Associates's ESS Position: Q3 2026 in Review

MB, Levis & Associates held its Essex Property Trust (ESS) position steady in Q3 2026 at 37 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

MB, Levis & Associates first reported a position in ESS in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.3K in Q1 2025. 330 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

MB, Levis & Associates held 37 shares of Essex Property Trust worth $10K as of Q3 2026.
MB, Levis & Associates left its Essex Property Trust share count unchanged in Q3 2026.
Essex Property Trust made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #168 holding.
MB, Levis & Associates first reported a position in Essex Property Trust in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Essex Property Trust position peaked at $11.3K in Q1 2025.
330 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.