Mutual Advisors’s Essex Property Trust ESS Stock Holding History

Mutual Advisors’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	–	Sell	-794	Closed	-$208K	–	1352
2025 Q4	$208K	Buy	794 +15	+2%	+$3.88K	﹤0.01%	1239
2025 Q3	$206K	Sell	779 -13	-2%	-$3.51K	﹤0.01%	1217
2025 Q2	$227K	Sell	792 -13	-2%	-$3.65K	0.01%	1085
2025 Q1	$222K	Buy	805 +11	+1%	+$3.21K	0.01%	998
2024 Q4	$225K	Sell	794 -4	-0.5%	-$1.18K	0.01%	983
2024 Q3	$241K	Sell	798 -4	-0.5%	-$1.16K	0.01%	984
2024 Q2	$229K	Buy	+802	New	+$206K	0.01%	988
2024 Q1	–	Sell	-929	Closed	-$230K	–	1095
2023 Q4	$230K	Sell	929 -19	-2%	-$4.19K	0.01%	914
2023 Q3	$201K	Sell	948 -1,011	-52%	-$237K	0.01%	923
2023 Q2	$459K	Buy	1,959 +484	+33%	+$106K	0.02%	661
2023 Q1	$308K	Buy	+1,475	New	+$325K	0.01%	770
2022 Q4	–	Sell	-901	Closed	-$218K	–	927
2022 Q3	$218K	Buy	+901	New	+$244K	0.01%	805
2022 Q2	–	Sell	-719	Closed	-$248K	–	868
2022 Q1	$248K	Hold	719	–	–	0.01%	764
2021 Q4	$253K	Hold	719	–	–	0.01%	784
2021 Q3	$230K	Sell	719 -70	-9%	-$22.6K	0.01%	783
2021 Q2	$237K	Sell	789 -4	-0.5%	-$1.18K	0.01%	745
2021 Q1	$216K	Buy	+793	New	+$206K	0.01%	713

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

Mutual Advisors's ESS Position: Q1 2026 in Review

Mutual Advisors sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 794 shares — an estimated $208K sold.

Mutual Advisors first reported a position in ESS in Q1 2021 and held it in 17 quarters. The position peaked at $459K in Q2 2023. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Mutual Advisors reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 794 Essex Property Trust shares in Q1 2026, an estimated $208K.
Mutual Advisors first reported a position in Essex Property Trust in Q1 2021 and held it in 17 quarters.
Mutual Advisors's Essex Property Trust position peaked at $459K in Q2 2023.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.