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North Star Investment Management’s Essex Property Trust ESS Stock Holding History

North Star 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 		$122K Sell
503
-4
-0.8% -$1.01K 0.01% 571
2025
Q4 		$133K Buy
507
+7
+1% +$1.81K 0.01% 505
2025
Q3 		$134K Hold
500
– – 0.01% 492
2025
Q2 		$142K Hold
500
– – 0.01% 470
2025
Q1 		$153K Hold
500
– – 0.01% 449
2024
Q4 		$143K Hold
500
– – 0.01% 458
2024
Q3 		$148K Hold
500
– – 0.01% 452
2024
Q2 		$136K Hold
500
– – 0.01% 460
2024
Q1 		$122K Hold
500
– – 0.01% 484
2023
Q4 		$124K Sell
500
-2
-0.4% -$441 0.01% 473
2023
Q3 		$106K Hold
502
– – 0.01% 494
2023
Q2 		$118K Hold
502
– – 0.01% 498
2023
Q1 		$105K Buy
502
+400
+392% +$88.2K 0.01% 510
2022
Q4 		$21.6K Buy
+102
New +$22.3K ﹤0.01% 729
2020
Q4 		– Sell
-100
Closed -$20K – 1032
2020
Q3 		$20K Hold
100
– – ﹤0.01% 660
2020
Q2 		$23K Sell
100
-390
-80% -$93.5K ﹤0.01% 610
2020
Q1 		$108K Sell
490
-60
-11% -$17.2K 0.02% 387
2019
Q4 		$165K Hold
550
– – 0.02% 377
2019
Q3 		$180K Buy
+550
New +$172K 0.02% 363
2019
Q2 		– Sell
-550
Closed -$159K – 554
2019
Q1 		$159K Hold
550
– – 0.02% 384
2018
Q4 		$135K Hold
550
– – 0.02% 377
2018
Q3 		$136K Hold
550
– – 0.02% 398
2018
Q2 		$131K Hold
550
– – 0.02% 410
2018
Q1 		$132K Buy
550
+200
+57% +$46.1K 0.02% 399
2017
Q4 		$84K Hold
350
– – 0.01% 459
2017
Q3 		$89K Hold
350
– – 0.01% 453
2017
Q2 		$90K Buy
350
+20
+6% +$5.03K 0.01% 445
2017
Q1 		$76K Buy
+330
New +$75.7K 0.01% 458
2015
Q3 		– Sell
-60
Closed -$13K – 841
2015
Q2 		$13K Hold
60
– – ﹤0.01% 544
2015
Q1 		$14K Hold
60
– – ﹤0.01% 542
2014
Q4 		$12K Buy
+60
New +$11.9K ﹤0.01% 551

Other funds holding ESS

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

North Star Investment Management's ESS Position: Q1 2026 in Review

North Star Investment Management reduced its Essex Property Trust (ESS) stake by 0.79% in Q1 2026, selling an estimated $1.01K and leaving 503 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #571.

North Star Investment Management first reported a position in ESS in Q4 2014 and has held it in 31 quarters since. The position peaked at $180K in Q3 2019. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • North Star Investment Management held 503 shares of Essex Property Trust worth $122K as of Q1 2026.
  • North Star Investment Management sold 4 Essex Property Trust shares in Q1 2026, an estimated $1.01K.
  • Essex Property Trust made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #571 holding.
  • North Star Investment Management first reported a position in Essex Property Trust in Q4 2014 and has held it in 31 quarters since.
  • North Star Investment Management's Essex Property Trust position peaked at $180K in Q3 2019.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.