Raleigh Capital Management’s Essex Property Trust ESS Stock Holding History

Raleigh Capital 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	$11.1K	Buy	46 +1	+2%	+$252	﹤0.01%	393
2025 Q4	$11.7K	Sell	45 -9	-17%	-$2.33K	﹤0.01%	383
2025 Q3	$14.5K	Hold	54	–	–	0.01%	338
2025 Q2	$15.3K	Buy	54 +6	+13%	+$1.69K	0.01%	342
2025 Q1	$14.8K	Sell	48 -19	-28%	-$5.55K	0.01%	343
2024 Q4	$19.1K	Buy	67 +41	+158%	+$12.1K	0.01%	460
2024 Q3	$7.68K	Sell	26 -2	-7%	-$580	﹤0.01%	643
2024 Q2	$7.62K	Buy	28 +4	+17%	+$1.03K	﹤0.01%	614
2024 Q1	$5.88K	Buy	24 +11	+85%	+$2.62K	﹤0.01%	636
2023 Q4	$3.22K	Buy	+13	New	+$2.87K	﹤0.01%	811

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raleigh Capital Management's ESS Position: Q1 2026 in Review

Raleigh Capital Management increased its Essex Property Trust (ESS) stake by 2.2% in Q1 2026, buying an estimated $252 and bringing the position to 46 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Raleigh Capital Management first reported a position in ESS in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.1K in Q4 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Raleigh Capital Management held 46 shares of Essex Property Trust worth $11.1K as of Q1 2026.
Raleigh Capital Management bought 1 Essex Property Trust share in Q1 2026, an estimated $252.
Essex Property Trust made up ﹤0.01% of Raleigh Capital Management's portfolio in Q1 2026, its #393 holding.
Raleigh Capital Management first reported a position in Essex Property Trust in Q4 2023 and has held it in 10 quarters since.
Raleigh Capital Management's Essex Property Trust position peaked at $19.1K in Q4 2024.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.