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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Associates's ESS Position: Q1 2026 in Review

Pinnacle Associates reduced its Essex Property Trust (ESS) stake by 27% in Q1 2026, selling an estimated $91.8K and leaving 988 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Pinnacle Associates first reported a position in ESS in Q2 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Pinnacle Associates held 988 shares of Essex Property Trust worth $239K as of Q1 2026.
  • Pinnacle Associates sold 364 Essex Property Trust shares in Q1 2026, an estimated $91.8K.
  • Essex Property Trust made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #868 holding.
  • Pinnacle Associates first reported a position in Essex Property Trust in Q2 2024 and has held it in 7 quarters since.
  • Pinnacle Associates's Essex Property Trust position peaked at $354K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.