Optima Capital’s Essex Property Trust ESS Stock Holding History

Optima 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
2026 Q1	–	Sell	-2	Closed	-$523	–	520
2025 Q4	$523	Buy	+2	New	+$518	﹤0.01%	1197

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optima Capital's ESS Position: Q1 2026 in Review

Optima Capital sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 2 shares — an estimated $523 sold.

Optima Capital first reported a position in ESS in Q4 2025 and held it in 1 quarter. The position peaked at $523 in Q4 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Optima Capital reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 Essex Property Trust shares in Q1 2026, an estimated $523.
Optima Capital first reported a position in Essex Property Trust in Q4 2025 and held it in 1 quarter.
Optima Capital's Essex Property Trust position peaked at $523 in Q4 2025.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.