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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MOTCO's ESS Position: Q2 2026 in Review

MOTCO increased its Essex Property Trust (ESS) stake by 67% in Q2 2026, buying an estimated $538 and bringing the position to 5 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

MOTCO first reported a position in ESS in Q2 2019 and has held it in 8 quarters since. The position peaked at $8K in Q2 2019. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

MOTCO held 5 shares of Essex Property Trust worth $1.46K as of Q2 2026.
MOTCO bought 2 Essex Property Trust shares in Q2 2026, an estimated $538.
Essex Property Trust made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #553 holding.
MOTCO first reported a position in Essex Property Trust in Q2 2019 and has held it in 8 quarters since.
MOTCO's Essex Property Trust position peaked at $8K in Q2 2019.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.