NIM
ESS icon

NEOS Investment Management’s Essex Property Trust ESS Stock Holding History

NEOS Investment 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
Q1 		$5.03M Buy
20,788
+10,529
+103% +$2.66M 0.03% 334
2025
Q4 		$2.66M Buy
10,259
+2,655
+35% +$687K 0.02% 433
2025
Q3 		$2.04M Buy
7,604
+3,692
+94% +$998K 0.02% 443
2025
Q2 		$1.11M Buy
3,912
+1,642
+72% +$461K 0.01% 462
2025
Q1 		$696K Buy
2,270
+1,382
+156% +$404K 0.01% 485
2024
Q4 		$251K Sell
888
-6
-0.7% -$1.77K 0.01% 567
2024
Q3 		$264K Hold
894
– – 0.01% 551
2024
Q2 		$243K Hold
894
– – 0.01% 542
2024
Q1 		$219K Sell
894
-14
-2% -$3.33K 0.01% 537
2023
Q4 		$225K Buy
+908
New +$200K 0.02% 471

Other funds holding ESS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return