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ORG Partners’s Essex Property Trust ESS Stock Holding History

ORG Partners’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 		$99.4K Buy
380
+20
+6% +$5.18K 0.02% 463
2025
Q3 		$96.3K Sell
360
-313
-47% -$84.6K 0.02% 471
2025
Q2 		$104K Buy
673
+24
+4% +$6.74K 0.02% 426
2025
Q1 		$198K Sell
649
-12
-2% -$3.51K 0.05% 283
2024
Q4 		$189K Sell
661
-25
-4% -$7.39K 0.03% 327
2024
Q3 		$203K Sell
686
-2,039
-75% -$591K 0.03% 280
2024
Q2 		$743K Buy
+2,725
New +$699K 0.09% 188
2023
Q4 		– Sell
-432
Closed -$91.6K – 1204
2023
Q3 		$91.6K Sell
432
-1,699
-80% -$398K 0.03% 415
2023
Q2 		$501K Buy
+2,131
New +$466K 0.08% 212

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

ORG Partners's ESS Position: Q4 2025 in Review

ORG Partners increased its Essex Property Trust (ESS) stake by 5.6% in Q4 2025, buying an estimated $5.18K and bringing the position to 380 shares worth $99.4K. The position accounts for 0.02% of the portfolio, ranked #463.

ORG Partners first reported a position in ESS in Q2 2023 and has held it in 9 quarters since. The position peaked at $743K in Q2 2024. 618 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • ORG Partners held 380 shares of Essex Property Trust worth $99.4K as of Q4 2025.
  • ORG Partners bought 20 Essex Property Trust shares in Q4 2025, an estimated $5.18K.
  • Essex Property Trust made up 0.02% of ORG Partners's portfolio in Q4 2025, its #463 holding.
  • ORG Partners first reported a position in Essex Property Trust in Q2 2023 and has held it in 9 quarters since.
  • ORG Partners's Essex Property Trust position peaked at $743K in Q2 2024.
  • 618 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.