Optas LLC’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$415K Sell
1,422
-435
-23% -$117K 0.06% 225
2026
Q1
$449K Buy
1,857
+713
+62% +$180K 0.07% 188
2025
Q4
$299K Sell
1,144
-788
-41% -$204K 0.05% 302
2025
Q3
$517K Buy
1,932
+330
+21% +$89.2K 0.09% 143
2025
Q2
$454K Buy
+1,602
New +$450K 0.09% 152

Other funds holding ESS

Optas LLC's ESS Position: Q2 2026 in Review

Optas LLC reduced its Essex Property Trust (ESS) stake by 23% in Q2 2026, selling an estimated $117K and leaving 1,422 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #225.

Optas LLC first reported a position in ESS in Q2 2025 and has held it in 5 quarters since. The position peaked at $517K in Q3 2025. 112 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Optas LLC held 1,422 shares of Essex Property Trust worth $415K as of Q2 2026.
  • Optas LLC sold 435 Essex Property Trust shares in Q2 2026, an estimated $117K.
  • Essex Property Trust made up 0.06% of Optas LLC's portfolio in Q2 2026, its #225 holding.
  • Optas LLC first reported a position in Essex Property Trust in Q2 2025 and has held it in 5 quarters since.
  • Optas LLC's Essex Property Trust position peaked at $517K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.