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 Q1	$8.95K	Hold	37	–	–	﹤0.01%	169
2025 Q4	$9.68K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MB, Levis & Associates's ESS Position: Q1 2026 in Review

MB, Levis & Associates held its Essex Property Trust (ESS) position steady in Q1 2026 at 37 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

MB, Levis & Associates first reported a position in ESS in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3K in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

MB, Levis & Associates held 37 shares of Essex Property Trust worth $8.95K as of Q1 2026.
MB, Levis & Associates left its Essex Property Trust share count unchanged in Q1 2026.
Essex Property Trust made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #169 holding.
MB, Levis & Associates first reported a position in Essex Property Trust in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's Essex Property Trust position peaked at $11.3K in Q1 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.