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Perbak Capital Partners’s Essex Property Trust ESS Stock Holding History

Perbak Capital 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
Q3 		– Sell
-1,745
Closed -$495K – 325
2025
Q2 		$495K Buy
1,745
+698
+67% +$196K 0.11% 184
2025
Q1 		$321K Buy
+1,047
New +$306K 0.24% 107

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perbak Capital Partners's ESS Position: Q3 2025 in Review

Perbak Capital Partners sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 1,745 shares — an estimated $495K sold.

Perbak Capital Partners first reported a position in ESS in Q1 2025 and held it in 2 quarters. The position peaked at $495K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Perbak Capital Partners reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 1,745 Essex Property Trust shares in Q3 2025, an estimated $495K.
  • Perbak Capital Partners first reported a position in Essex Property Trust in Q1 2025 and held it in 2 quarters.
  • Perbak Capital Partners's Essex Property Trust position peaked at $495K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Perbak Capital Partners's 13F filing for Q3 2025, filed 13 Nov 2025.