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 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 $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

MOTCO's ESS Position: Q1 2026 in Review

MOTCO held its Essex Property Trust (ESS) position steady in Q1 2026 at 3 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #573.

MOTCO first reported a position in ESS in Q2 2019 and has held it in 7 quarters since. The position peaked at $8K in Q2 2019. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

MOTCO held 3 shares of Essex Property Trust worth $726 as of Q1 2026.
MOTCO left its Essex Property Trust share count unchanged in Q1 2026.
Essex Property Trust made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #573 holding.
MOTCO first reported a position in Essex Property Trust in Q2 2019 and has held it in 7 quarters since.
MOTCO's Essex Property Trust position peaked at $8K in Q2 2019.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.