Quilter Plc
ESS icon

Quilter Plc’s Essex Property Trust ESS Stock Holding History

Quilter Plc’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
Q3 		$6.64M Sell
24,636
-2
-0% -$569 0.1% 58
2026
Q2 		$7.18M Sell
24,638
-96
-0.4% -$25.8K 0.11% 58
2026
Q1 		$5.99M Sell
24,734
-580
-2% -$146K 0.11% 60
2025
Q4 		$6.62M Buy
25,314
+16,515
+188% +$4.27M 0.11% 62
2025
Q3 		$2.36M Sell
8,799
-265
-3% -$71.6K 0.04% 73
2025
Q2 		$2.57M Sell
9,064
-27
-0.3% -$7.58K 0.05% 72
2025
Q1 		$2.79M Sell
9,091
-145
-2% -$42.4K 0.06% 74
2024
Q4 		$2.64M Buy
9,236
+5
+0.1% +$1.48K 0.05% 73
2024
Q3 		$2.73M Buy
9,231
+533
+6% +$155K 0.06% 76
2024
Q2 		$2.37M Buy
8,698
+52
+0.6% +$13.3K 0.05% 79
2024
Q1 		$2.12M Buy
8,646
+909
+12% +$216K 0.05% 81
2023
Q4 		$1.92M Sell
7,737
-846
-10% -$187K 0.07% 72
2023
Q3 		$8.56M Sell
8,583
-179
-2% -$42K 0.03% 96
2023
Q2 		$8.69M Buy
8,762
+408
+5% +$89.2K 0.03% 96
2023
Q1 		$8.3M Sell
8,354
-2,135
-20% -$471K 0.03% 92
2022
Q4 		$2.22M Buy
10,489
+229
+2% +$50.1K 0.07% 72
2022
Q3 		$2.48M Sell
10,260
-303
-3% -$82K 0.09% 70
2022
Q2 		$2.76M Sell
10,563
-2,499
-19% -$756K 0.09% 71
2022
Q1 		$4.51M Sell
13,062
-22,364
-63% -$7.47M 0.12% 62
2021
Q4 		$12.5M Buy
35,426
+194
+0.6% +$66K 0.33% 46
2021
Q3 		$11.3M Buy
35,232
+47
+0.1% +$15.2K 0.31% 51
2021
Q2 		$10.6M Buy
35,185
+709
+2% +$209K 0.3% 54
2021
Q1 		$9.37M Buy
34,476
+345
+1% +$89.5K 0.3% 53
2020
Q4 		$8.1M Sell
34,131
-921
-3% -$212K 0.28% 57
2020
Q3 		$7.04M Buy
35,052
+662
+2% +$144K 0.28% 53
2020
Q2 		$7.88M Buy
34,390
+636
+2% +$152K 0.39% 46
2020
Q1 		$7.43M Buy
33,754
+446
+1% +$128K 0.49% 44
2019
Q4 		$10M Buy
+33,308
New +$10.5M 0.59% 41

Other funds holding ESS

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Quilter Plc's ESS Position: Q3 2026 in Review

Quilter Plc reduced its Essex Property Trust (ESS) stake by 0.01% in Q3 2026, selling an estimated $569 and leaving 24,636 shares worth $6.64M. The position accounts for 0.1% of the portfolio, ranked #58.

Quilter Plc first reported a position in ESS in Q4 2019 and has held it in 28 quarters since. The position peaked at $12.5M in Q4 2021. 92 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Quilter Plc held 24,636 shares of Essex Property Trust worth $6.64M as of Q3 2026.
  • Quilter Plc sold 2 Essex Property Trust shares in Q3 2026, an estimated $569.
  • Essex Property Trust made up 0.1% of Quilter Plc's portfolio in Q3 2026, its #58 holding.
  • Quilter Plc first reported a position in Essex Property Trust in Q4 2019 and has held it in 28 quarters since.
  • Quilter Plc's Essex Property Trust position peaked at $12.5M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Quilter Plc's 13F filing for Q3 2026, filed 21 Oct 2026.