North Capital’s Essex Property Trust ESS Stock Holding History

North Capital’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	-1	Closed	-$268	–	285
2025 Q3	$268	Buy	+1	New	+$270	﹤0.01%	646

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

North Capital's ESS Position: Q4 2025 in Review

North Capital sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 1 share — an estimated $268 sold.

North Capital first reported a position in ESS in Q3 2025 and held it in 1 quarter. The position peaked at $268 in Q3 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

North Capital reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
North Capital sold 1 Essex Property Trust share in Q4 2025, an estimated $268.
North Capital first reported a position in Essex Property Trust in Q3 2025 and held it in 1 quarter.
North Capital's Essex Property Trust position peaked at $268 in Q3 2025.
619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.