&Partners’s Essex Property Trust ESS Stock Holding History

&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
2026 Q2	$1.88M	Buy	6,434 +93	+1%	+$25K	0.01%	1063
2026 Q1	$1.53M	Sell	6,341 -147	-2%	-$37.1K	0.01%	1051
2025 Q4	$1.7M	Buy	6,488 +783	+14%	+$203K	0.01%	939
2025 Q3	$1.53M	Buy	5,705 +928	+19%	+$251K	0.01%	878
2025 Q2	$1.36M	Buy	+4,777	New	+$1.34M	0.01%	840

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

&Partners's ESS Position: Q2 2026 in Review

&Partners increased its Essex Property Trust (ESS) stake by 1.5% in Q2 2026, buying an estimated $25K and bringing the position to 6,434 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1063.

&Partners first reported a position in ESS in Q2 2025 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

&Partners held 6,434 shares of Essex Property Trust worth $1.88M as of Q2 2026.
&Partners bought 93 Essex Property Trust shares in Q2 2026, an estimated $25K.
Essex Property Trust made up 0.01% of &Partners's portfolio in Q2 2026, its #1063 holding.
&Partners first reported a position in Essex Property Trust in Q2 2025 and has held it in 5 quarters since.
631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.