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Millstone Evans Group’s Essex Property Trust ESS Stock Holding History

Millstone Evans 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
Q1 		$2.18K Hold
9
– – ﹤0.01% 747
2025
Q4 		$2.35K Hold
9
– – ﹤0.01% 741
2025
Q3 		$2.41K Buy
+9
New +$2.43K ﹤0.01% 723

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millstone Evans Group's ESS Position: Q1 2026 in Review

Millstone Evans Group held its Essex Property Trust (ESS) position steady in Q1 2026 at 9 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Millstone Evans Group first reported a position in ESS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.41K in Q3 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Millstone Evans Group held 9 shares of Essex Property Trust worth $2.18K as of Q1 2026.
  • Millstone Evans Group left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #747 holding.
  • Millstone Evans Group first reported a position in Essex Property Trust in Q3 2025 and has held it in 3 quarters since.
  • Millstone Evans Group's Essex Property Trust position peaked at $2.41K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.