NFJ Investment Group’s Essex Property Trust ESS Stock Holding History

NFJ Investment Group’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
2025 Q4	–	Sell	-19,155	Closed	-$5.13M	–	256
2025 Q3	$5.13M	Sell	19,155 -319	-2%	-$86.2K	0.18%	127
2025 Q2	$5.52M	Sell	19,474 -837	-4%	-$235K	0.19%	129
2025 Q1	$6.23M	Sell	20,311 -3,554	-15%	-$1.04M	0.21%	115
2024 Q4	$6.81M	Sell	23,865 -130	-0.5%	-$38.4K	0.22%	121
2024 Q3	$7.09M	Sell	23,995 -3,990	-14%	-$1.16M	0.21%	127
2024 Q2	$7.62M	Sell	27,985 -7,005	-20%	-$1.8M	0.23%	115
2024 Q1	$8.57M	Sell	34,990 -2,111	-6%	-$502K	0.23%	116
2023 Q4	$9.2M	Sell	37,101 -2,438	-6%	-$538K	0.25%	106
2023 Q3	$8.39M	Sell	39,539 -2,166	-5%	-$508K	0.24%	104
2023 Q2	$9.77M	Buy	+41,705	New	+$9.12M	0.26%	111

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

NFJ Investment Group's ESS Position: Q4 2025 in Review

NFJ Investment Group sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 19,155 shares — an estimated $5.13M sold.

NFJ Investment Group first reported a position in ESS in Q2 2023 and held it in 10 quarters. The position peaked at $9.77M in Q2 2023. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

NFJ Investment Group reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
NFJ Investment Group sold 19,155 Essex Property Trust shares in Q4 2025, an estimated $5.13M.
NFJ Investment Group first reported a position in Essex Property Trust in Q2 2023 and held it in 10 quarters.
NFJ Investment Group's Essex Property Trust position peaked at $9.77M in Q2 2023.
619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.