MOTCO’s Essex Property Trust ESS Stock Holding History

MOTCO’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	$1.35K	Hold	5	–	–	﹤0.01%	613
2026 Q2	$1.46K	Buy	5 +2	+67%	+$538	﹤0.01%	553
2026 Q1	$726	Hold	3	–	–	﹤0.01%	573
2025 Q4	$785	Hold	3	–	–	﹤0.01%	596
2025 Q3	$803	Hold	3	–	–	﹤0.01%	606
2025 Q2	$781	Hold	3	–	–	﹤0.01%	574
2025 Q1	$920	Buy	+3	New	+$877	﹤0.01%	553
2023 Q3	–	Sell	-4	Closed	-$937	–	878
2023 Q2	$937	Buy	+4	New	+$874	﹤0.01%	775
2019 Q3	–	Sell	-26	Closed	-$8K	–	589
2019 Q2	$8K	Buy	+26	New	+$7.49K	﹤0.01%	633

Other funds holding ESS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

MOTCO's ESS Position: Q3 2026 in Review

MOTCO held its Essex Property Trust (ESS) position steady in Q3 2026 at 5 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

MOTCO first reported a position in ESS in Q2 2019 and has held it in 9 quarters since. The position peaked at $8K in Q2 2019. 437 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

MOTCO held 5 shares of Essex Property Trust worth $1.35K as of Q3 2026.
MOTCO left its Essex Property Trust share count unchanged in Q3 2026.
Essex Property Trust made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #613 holding.
MOTCO first reported a position in Essex Property Trust in Q2 2019 and has held it in 9 quarters since.
MOTCO's Essex Property Trust position peaked at $8K in Q2 2019.
437 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.