PIM
ESS icon

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
Q2 		$717K Hold
2,475
– – 0.04% 313
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 $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 $3.38T AUM 44.17% 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

Plato Investment Management's ESS Position: Q2 2026 in Review

Plato Investment Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 2,475 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #313.

Plato Investment Management first reported a position in ESS in Q2 2024 and has held it in 9 quarters since. The position peaked at $772K in Q2 2025. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Plato Investment Management held 2,475 shares of Essex Property Trust worth $717K as of Q2 2026.
  • Plato Investment Management left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #313 holding.
  • Plato Investment Management first reported a position in Essex Property Trust in Q2 2024 and has held it in 9 quarters since.
  • Plato Investment Management's Essex Property Trust position peaked at $772K in Q2 2025.
  • 633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.