PIM
ESS icon

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

Provident 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 		$1.08M Buy
4,447
+50
+1% +$12.6K 0.11% 49
2025
Q4 		$1.15M Sell
4,397
-280
-6% -$72.5K 0.1% 45
2025
Q3 		$1.25M Sell
4,677
-285
-6% -$77K 0.11% 38
2025
Q2 		$1.41M Sell
4,962
-340
-6% -$95.5K 0.12% 29
2025
Q1 		$1.63M Sell
5,302
-1,672
-24% -$489K 0.15% 28
2024
Q4 		$1.99M Sell
6,974
-3,350
-32% -$990K 0.19% 27
2024
Q3 		$3.05M Sell
10,324
-845
-8% -$245K 0.27% 25
2024
Q2 		$3.04M Sell
11,169
-302
-3% -$77.5K 0.28% 24
2024
Q1 		$2.81M Buy
11,471
+322
+3% +$76.6K 0.25% 24
2023
Q4 		$2.76M Buy
11,149
+372
+3% +$82.1K 0.26% 25
2023
Q3 		$2.29M Buy
10,777
+211
+2% +$49.5K 0.25% 24
2023
Q2 		$2.48M Buy
10,566
+801
+8% +$175K 0.26% 22
2023
Q1 		$2.04M Buy
9,765
+73
+0.8% +$16.1K 0.22% 24
2022
Q4 		$2.05M Buy
9,692
+492
+5% +$108K 0.24% 25
2022
Q3 		$2.23M Sell
9,200
-200
-2% -$54.1K 0.29% 27
2022
Q2 		$2.46M Sell
9,400
-400
-4% -$121K 0.29% 25
2022
Q1 		$3.39M Sell
9,800
-200
-2% -$66.8K 0.32% 23
2021
Q4 		$3.52M Sell
10,000
-75
-0.7% -$25.5K 0.32% 24
2021
Q3 		$3.22M Sell
10,075
-35
-0.3% -$11.3K 0.31% 25
2021
Q2 		$3.03M Buy
10,110
+386
+4% +$114K 0.29% 26
2021
Q1 		$2.64M Buy
9,724
+1,427
+17% +$370K 0.29% 25
2020
Q4 		$1.97M Buy
+8,297
New +$1.91M 0.23% 28

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 $204B AUM 27.99% 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

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

Provident Investment Management increased its Essex Property Trust (ESS) stake by 1.1% in Q1 2026, buying an estimated $12.6K and bringing the position to 4,447 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #49.

Provident Investment Management first reported a position in ESS in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.52M in Q4 2021. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Provident Investment Management held 4,447 shares of Essex Property Trust worth $1.08M as of Q1 2026.
  • Provident Investment Management bought 50 Essex Property Trust shares in Q1 2026, an estimated $12.6K.
  • Essex Property Trust made up 0.11% of Provident Investment Management's portfolio in Q1 2026, its #49 holding.
  • Provident Investment Management first reported a position in Essex Property Trust in Q4 2020 and has held it in 22 quarters since.
  • Provident Investment Management's Essex Property Trust position peaked at $3.52M in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

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