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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
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
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 $187B AUM 18.48% 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

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

Rakuten Investment Management sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 8,472 shares — an estimated $2.23M sold.

Rakuten Investment Management first reported a position in ESS in Q4 2023 and held it in 7 quarters. The position peaked at $2.23M in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Rakuten Investment Management reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 8,472 Essex Property Trust shares in Q1 2026, an estimated $2.23M.
  • Rakuten Investment Management first reported a position in Essex Property Trust in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Essex Property Trust position peaked at $2.23M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.