Ray Dalio’s Essex Property Trust ESS Stock Holding History

Ray Dalio’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	$507K	Buy	+2,096	New	+$529K	﹤0.01%	881
2023 Q1	–	Sell	-21,229	Closed	-$4.5M	–	779
2022 Q4	$4.5M	Buy	+21,229	New	+$4.64M	0.02%	384
2022 Q3	–	Sell	-29,958	Closed	-$7.83M	–	915
2022 Q2	$7.83M	Buy	29,958 +13,263	+79%	+$4.01M	0.03%	387
2022 Q1	$5.77M	Buy	16,695 +12,366	+286%	+$4.13M	0.02%	430
2021 Q4	$1.52M	Buy	+4,329	New	+$1.47M	0.01%	502
2019 Q3	–	Sell	-1,520	Closed	-$444K	–	349
2019 Q2	$444K	Buy	+1,520	New	+$438K	﹤0.01%	266
2019 Q1	–	Sell	-6,940	Closed	-$1.7M	–	372
2018 Q4	$1.7M	Buy	6,940 +4,672	+206%	+$1.18M	0.02%	263
2018 Q3	$560K	Sell	2,268 -1,300	-36%	-$313K	0.01%	273
2018 Q2	$853K	Buy	3,568 +370	+12%	+$88.1K	0.01%	263
2018 Q1	$770K	Buy	+3,198	New	+$737K	0.01%	343
2017 Q4	–	Sell	-5,647	Closed	-$1.44M	–	278
2017 Q3	$1.44M	Buy	+5,647	New	+$1.47M	0.01%	195

Other funds holding ESS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Ray Dalio's ESS Position: Q1 2026 in Review

Ray Dalio opened a new position in Essex Property Trust (ESS) in Q1 2026: 2,096 shares worth $507K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Ray Dalio previously reported a position in ESS as recently as Q4 2022.

Ray Dalio first reported a position in ESS in Q3 2017 and has held it in 11 quarters since. The position peaked at $7.83M in Q2 2022. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Ray Dalio held 2,096 shares of Essex Property Trust worth $507K as of Q1 2026.
Essex Property Trust was a new Ray Dalio position in Q1 2026.
Essex Property Trust made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #881 holding.
Ray Dalio first reported a position in Essex Property Trust in Q3 2017 and has held it in 11 quarters since.
Ray Dalio's Essex Property Trust position peaked at $7.83M in Q2 2022.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.