PS
ESS icon

Principal Securities’s Essex Property Trust ESS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-635
Closed -$170K – 2003
2025
Q3 		$170K Sell
635
-2
-0.3% -$541 ﹤0.01% 1361
2025
Q2 		$181K Buy
637
+146
+30% +$41K ﹤0.01% 1272
2025
Q1 		$140K Hold
491
– – ﹤0.01% 1282
2024
Q4 		$140K Buy
491
+17
+4% +$5.02K ﹤0.01% 1279
2024
Q3 		$140K Sell
474
-17
-3% -$4.93K ﹤0.01% 1241
2024
Q2 		$134K Sell
491
-81
-14% -$20.8K ﹤0.01% 1207
2024
Q1 		$140K Buy
572
+32
+6% +$7.62K ﹤0.01% 1157
2023
Q4 		$134K Buy
+540
New +$119K 0.01% 1089

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Principal Securities's ESS Position: Q4 2025 in Review

Principal Securities sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 635 shares — an estimated $170K sold.

Principal Securities first reported a position in ESS in Q4 2023 and held it in 8 quarters. The position peaked at $181K in Q2 2025. 618 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • Principal Securities reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 635 Essex Property Trust shares in Q4 2025, an estimated $170K.
  • Principal Securities first reported a position in Essex Property Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Essex Property Trust position peaked at $181K in Q2 2025.
  • 618 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.