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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
Q2 		$6.86M Buy
23,534
+2,746
+13% +$738K 0.03% 314
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NEOS Investment Management's ESS Position: Q2 2026 in Review

NEOS Investment Management increased its Essex Property Trust (ESS) stake by 13% in Q2 2026, buying an estimated $738K and bringing the position to 23,534 shares worth $6.86M. The position accounts for 0.03% of the portfolio, ranked #314.

NEOS Investment Management first reported a position in ESS in Q4 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • NEOS Investment Management held 23,534 shares of Essex Property Trust worth $6.86M as of Q2 2026.
  • NEOS Investment Management bought 2,746 Essex Property Trust shares in Q2 2026, an estimated $738K.
  • Essex Property Trust made up 0.03% of NEOS Investment Management's portfolio in Q2 2026, its #314 holding.
  • NEOS Investment Management first reported a position in Essex Property Trust in Q4 2023 and has held it in 11 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.