Perpetual Ltd’s Essex Property Trust ESS Stock Holding History

Perpetual Ltd’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	$1.69M	Buy	5,805 +50	+0.9%	+$13.4K	0.02%	186
2026 Q1	$1.39M	Buy	+5,755	New	+$1.45M	0.02%	187
2024 Q1	–	Sell	-5,810	Closed	-$1.44M	–	447
2023 Q4	$1.44M	Buy	5,810 +570	+11%	+$126K	0.01%	234
2023 Q3	$1.11M	Sell	5,240 -2,550	-33%	-$598K	0.01%	268
2023 Q2	$1.83M	Sell	7,790 -1,110	-12%	-$243K	0.02%	248
2023 Q1	$1.86M	Buy	+8,900	New	+$1.96M	0.02%	249
2020 Q2	–	Sell	-11,256	Closed	-$2.48M	–	244
2020 Q1	$2.48M	Sell	11,256 -6,000	-35%	-$1.72M	0.35%	110
2019 Q4	$5.18M	Sell	17,256 -3,700	-18%	-$1.17M	0.77%	38
2019 Q3	$6.84M	Hold	20,956	–	–	1.05%	32
2019 Q2	$6.12M	Sell	20,956 -650	-3%	-$187K	0.97%	28
2019 Q1	$6.27M	Sell	21,606 -1,900	-8%	-$518K	0.91%	30
2018 Q4	$5.78M	Sell	23,506 -5,400	-19%	-$1.36M	0.87%	34
2018 Q3	$6.99M	Buy	28,906 +2,600	+10%	+$626K	0.94%	31
2018 Q2	$6.3M	Buy	26,306 +1,300	+5%	+$310K	0.77%	36
2018 Q1	$6.02M	Buy	25,006 +5,700	+30%	+$1.31M	0.82%	31
2017 Q4	$4.66M	Sell	19,306 -900	-4%	-$227K	0.6%	45
2017 Q3	$5.23M	Buy	20,206 +4,650	+30%	+$1.21M	0.73%	40
2017 Q2	$4M	Buy	+15,556	New	+$3.91M	0.31%	97
2016 Q4	–	Sell	-3,790	Closed	-$844K	–	150
2016 Q3	$844K	Sell	3,790 -800	-17%	-$182K	0.07%	175
2016 Q2	$1.05M	Sell	4,590 -1,331	-22%	-$297K	0.1%	129
2016 Q1	$1.39M	Sell	5,921 -5,373	-48%	-$1.18M	0.14%	118
2015 Q4	$2.7M	Sell	11,294 -2,100	-16%	-$482K	0.3%	83
2015 Q3	$2.99M	Sell	13,394 -504	-4%	-$111K	0.36%	75
2015 Q2	$2.95M	Buy	13,898 +2,600	+23%	+$576K	0.34%	74
2015 Q1	$2.6M	Sell	11,298 -300	-3%	-$67.9K	0.29%	83
2014 Q4	$2.4M	Sell	11,598 -155	-1%	-$30.7K	0.28%	114
2014 Q3	$2.1M	Buy	11,753 +1,997	+20%	+$377K	0.23%	115
2014 Q2	$1.8M	Buy	9,756 +2,262	+30%	+$400K	0.16%	111
2014 Q1	$1.27M	Hold	7,494	–	–	0.19%	112
2013 Q4	$1.07M	Buy	7,494 +1,100	+17%	+$169K	0.14%	122
2013 Q3	$944K	Buy	+6,394	New	+$992K	0.13%	132

Other funds holding ESS

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Perpetual Ltd's ESS Position: Q2 2026 in Review

Perpetual Ltd increased its Essex Property Trust (ESS) stake by 0.87% in Q2 2026, buying an estimated $13.4K and bringing the position to 5,805 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #186.

Perpetual Ltd first reported a position in ESS in Q3 2013 and has held it in 31 quarters since. The position peaked at $6.99M in Q3 2018. 167 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Perpetual Ltd held 5,805 shares of Essex Property Trust worth $1.69M as of Q2 2026.
Perpetual Ltd bought 50 Essex Property Trust shares in Q2 2026, an estimated $13.4K.
Essex Property Trust made up 0.02% of Perpetual Ltd's portfolio in Q2 2026, its #186 holding.
Perpetual Ltd first reported a position in Essex Property Trust in Q3 2013 and has held it in 31 quarters since.
Perpetual Ltd's Essex Property Trust position peaked at $6.99M in Q3 2018.
167 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.