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Plato Investment Management’s Essex Property Trust ESS Stock Holding History

Plato Investment Management’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 		$599K Hold
2,475
– – 0.04% 335
2025
Q4 		$651K Sell
2,475
-258
-9% -$66.8K 0.04% 322
2025
Q3 		$726K Hold
2,733
– – 0.05% 307
2025
Q2 		$772K Buy
2,733
+1,060
+63% +$298K 0.06% 292
2025
Q1 		$518K Hold
1,673
– – 0.04% 324
2024
Q4 		$479K Hold
1,673
– – 0.04% 339
2024
Q3 		$494K Hold
1,673
– – 0.04% 317
2024
Q2 		$455K Buy
+1,673
New +$429K 0.04% 283

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

Plato Investment Management's ESS Position: Q1 2026 in Review

Plato Investment Management held its Essex Property Trust (ESS) position steady in Q1 2026 at 2,475 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #335.

Plato Investment Management first reported a position in ESS in Q2 2024 and has held it in 8 quarters since. The position peaked at $772K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Plato Investment Management held 2,475 shares of Essex Property Trust worth $599K as of Q1 2026.
  • Plato Investment Management left its Essex Property Trust share count unchanged in Q1 2026.
  • Essex Property Trust made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #335 holding.
  • Plato Investment Management first reported a position in Essex Property Trust in Q2 2024 and has held it in 8 quarters since.
  • Plato Investment Management's Essex Property Trust position peaked at $772K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.