MV Capital Management’s Essex Property Trust ESS Stock Holding History

MV Capital Management’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	$5.83K	Hold	20	–	–	﹤0.01%	616
2026 Q1	$4.84K	Sell	20 -3	-13%	-$757	﹤0.01%	627
2025 Q4	$6.02K	Buy	23 +1	+5%	+$259	﹤0.01%	588
2025 Q3	$5.89K	Sell	22 -1	-4%	-$270	﹤0.01%	586
2025 Q2	$6.52K	Hold	23	–	–	﹤0.01%	582
2025 Q1	$7.05K	Sell	23 -3	-12%	-$877	﹤0.01%	569
2024 Q4	$7.42K	Buy	26 +3	+13%	+$886	﹤0.01%	557
2024 Q3	$6.79K	Sell	23 -1	-4%	-$290	﹤0.01%	590
2024 Q2	$6.53K	Buy	24 +4	+20%	+$1.03K	﹤0.01%	574
2024 Q1	$4.9K	Hold	20	–	–	﹤0.01%	607
2023 Q4	$4.96K	Sell	20 -12	-38%	-$2.65K	﹤0.01%	601
2023 Q3	$6.79K	Buy	32 +13	+68%	+$3.05K	﹤0.01%	556
2023 Q2	$4.45K	Buy	19 +3	+19%	+$656	﹤0.01%	603
2023 Q1	$3.35K	Buy	16 +1	+7%	+$221	﹤0.01%	623
2022 Q4	$3.18K	Sell	15 -9	-38%	-$1.97K	﹤0.01%	592
2022 Q3	$6K	Buy	24 +4	+20%	+$1.08K	﹤0.01%	525
2022 Q2	$5K	Hold	20	–	–	﹤0.01%	557
2022 Q1	$7K	Hold	20	–	–	﹤0.01%	538
2021 Q4	$7K	Buy	20 +6	+43%	+$2.04K	﹤0.01%	529
2021 Q3	$4K	Buy	14 +6	+75%	+$1.94K	﹤0.01%	613
2021 Q2	$2K	Buy	+8	New	+$2.36K	﹤0.01%	622
2018 Q3	–	Sell	-594	Closed	-$142K	–	361
2018 Q2	$142K	Hold	594	–	–	0.04%	112
2018 Q1	$143K	Hold	594	–	–	0.04%	111
2017 Q4	$143K	Hold	594	–	–	0.04%	120
2017 Q3	$151K	Hold	594	–	–	0.04%	113
2017 Q2	$153K	Hold	594	–	–	0.05%	111
2017 Q1	$138K	Hold	594	–	–	0.04%	115
2016 Q4	$138K	Hold	594	–	–	0.05%	109
2016 Q3	$132K	Hold	594	–	–	0.05%	109
2016 Q2	$135K	Hold	594	–	–	0.05%	113
2016 Q1	$139K	Hold	594	–	–	0.06%	109
2015 Q4	$142K	Hold	594	–	–	0.06%	110
2015 Q3	$133K	Hold	594	–	–	0.06%	98
2015 Q2	$126K	Hold	594	–	–	0.05%	113
2015 Q1	$137K	Hold	594	–	–	0.06%	95
2014 Q4	$123K	Buy	+594	New	+$118K	0.06%	95

Other funds holding ESS

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MV Capital Management's ESS Position: Q2 2026 in Review

MV Capital Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 20 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

MV Capital Management first reported a position in ESS in Q4 2014 and has held it in 36 quarters since. The position peaked at $153K in Q2 2017. 206 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

MV Capital Management held 20 shares of Essex Property Trust worth $5.83K as of Q2 2026.
MV Capital Management left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #616 holding.
MV Capital Management first reported a position in Essex Property Trust in Q4 2014 and has held it in 36 quarters since.
MV Capital Management's Essex Property Trust position peaked at $153K in Q2 2017.
206 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.