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Pinnacle Associates’s Essex Property Trust ESS Stock Holding History

Pinnacle Associates’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 		– Sell
-988
Closed -$239K – 979
2026
Q1 		$239K Sell
988
-364
-27% -$91.8K ﹤0.01% 868
2025
Q4 		$354K Buy
1,352
+404
+43% +$105K ﹤0.01% 735
2025
Q3 		$254K Sell
948
-6
-0.6% -$1.62K ﹤0.01% 798
2025
Q2 		$270K Buy
954
+227
+31% +$63.8K ﹤0.01% 760
2025
Q1 		$223K Sell
727
-241
-25% -$70.4K ﹤0.01% 776
2024
Q4 		$276K Buy
+968
New +$286K ﹤0.01% 736
2024
Q3 		– Sell
-955
Closed -$260K – 814
2024
Q2 		$260K Buy
+955
New +$245K ﹤0.01% 723

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Associates's ESS Position: Q2 2026 in Review

Pinnacle Associates sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 988 shares — an estimated $239K sold.

Pinnacle Associates first reported a position in ESS in Q2 2024 and held it in 7 quarters. The position peaked at $354K in Q4 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Pinnacle Associates reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Associates sold 988 Essex Property Trust shares in Q2 2026, an estimated $239K.
  • Pinnacle Associates first reported a position in Essex Property Trust in Q2 2024 and held it in 7 quarters.
  • Pinnacle Associates's Essex Property Trust position peaked at $354K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.