Ostrum Asset Management’s Essex Property Trust ESS Stock Holding History

Ostrum Asset 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	$292K	Buy	1,208 +18	+2%	+$4.54K	0.02%	438
2025 Q4	$311K	Sell	1,190 -394	-25%	-$102K	0.01%	423
2025 Q3	$424K	Sell	1,584 -2,102	-57%	-$568K	0.02%	426
2025 Q2	$1.04M	Sell	3,686 -106	-3%	-$29.8K	0.05%	289
2025 Q1	$1.16M	Sell	3,792 -102	-3%	-$29.8K	0.06%	273
2024 Q4	$1.11M	Sell	3,894 -161	-4%	-$47.6K	0.1%	294
2024 Q3	$1.2M	Buy	4,055 +50	+1%	+$14.5K	0.1%	285
2024 Q2	$1.09M	Sell	4,005 -312	-7%	-$80.1K	0.1%	292
2024 Q1	$1.06M	Hold	4,317	–	–	0.08%	338
2023 Q4	$1.07M	Buy	4,317 +1,851	+75%	+$408K	0.09%	305
2023 Q3	$523K	Sell	2,466 -1,320	-35%	-$309K	0.05%	433
2023 Q2	$887K	Buy	3,786 +3	+0.1%	+$656	0.07%	339
2023 Q1	$791K	Buy	+3,783	New	+$834K	0.07%	359

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

Ostrum Asset Management's ESS Position: Q1 2026 in Review

Ostrum Asset Management increased its Essex Property Trust (ESS) stake by 1.5% in Q1 2026, buying an estimated $4.54K and bringing the position to 1,208 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #438.

Ostrum Asset Management first reported a position in ESS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Ostrum Asset Management held 1,208 shares of Essex Property Trust worth $292K as of Q1 2026.
Ostrum Asset Management bought 18 Essex Property Trust shares in Q1 2026, an estimated $4.54K.
Essex Property Trust made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #438 holding.
Ostrum Asset Management first reported a position in Essex Property Trust in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Essex Property Trust position peaked at $1.2M in Q3 2024.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.