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

Rakuten 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	$3.11M	Buy	+10,523	New	+$2.83M	0.01%	353
2026 Q1	–	Sell	-8,472	Closed	-$2.23M	–	528
2025 Q4	$2.23M	Sell	8,472 -2,878	-25%	-$745K	0.01%	430
2025 Q3	$594K	Buy	+11,350	New	+$3.07M	﹤0.01%	541
2025 Q1	$1.8M	Buy	+5,874	New	+$1.72M	0.01%	397
2024 Q3	$1.07M	Buy	3,639 +905	+33%	+$263K	0.01%	335
2024 Q2	$747K	Buy	2,734 +1,008	+58%	+$259K	﹤0.01%	332
2024 Q1	$423K	Buy	1,726 +1,567	+986%	+$373K	﹤0.01%	354
2023 Q4	$40.2K	Buy	+159	New	+$35.1K	﹤0.01%	334

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Rakuten Investment Management opened a new position in Essex Property Trust (ESS) in Q2 2026: 10,523 shares worth $3.11M. The stake represents 0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Rakuten Investment Management previously reported a position in ESS as recently as Q4 2025.

Rakuten Investment Management first reported a position in ESS in Q4 2023 and has held it in 8 quarters since. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Rakuten Investment Management held 10,523 shares of Essex Property Trust worth $3.11M as of Q2 2026.
Essex Property Trust was a new Rakuten Investment Management position in Q2 2026.
Essex Property Trust made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #353 holding.
Rakuten Investment Management first reported a position in Essex Property Trust in Q4 2023 and has held it in 8 quarters since.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.