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Ritholtz Wealth Management’s Essex Property Trust ESS Stock Holding History

Ritholtz Wealth 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 		$479K Sell
1,978
-1,551
-44% -$391K 0.01% 810
2025
Q4 		$923K Buy
3,529
+1,705
+93% +$441K 0.02% 549
2025
Q3 		$488K Hold
1,824
– – 0.01% 688
2025
Q2 		$517K Sell
1,824
-3,532
-66% -$992K 0.01% 633
2025
Q1 		$1.64M Buy
5,356
+3,540
+195% +$1.03M 0.05% 291
2024
Q4 		$518K Sell
1,816
-12
-0.7% -$3.54K 0.02% 553
2024
Q3 		$540K Sell
1,828
-79
-4% -$22.9K 0.02% 538
2024
Q2 		$519K Buy
1,907
+9
+0.5% +$2.31K 0.02% 510
2024
Q1 		$465K Buy
1,898
+142
+8% +$33.8K 0.02% 540
2023
Q4 		$435K Sell
1,756
-56
-3% -$12.4K 0.02% 524
2023
Q3 		$384K Sell
1,812
-23
-1% -$5.39K 0.02% 499
2023
Q2 		$430K Buy
1,835
+117
+7% +$25.6K 0.02% 463
2023
Q1 		$359K Buy
+1,718
New +$379K 0.02% 472
2022
Q4 		– Sell
-2,071
Closed -$502K – 630
2022
Q3 		$502K Buy
+2,071
New +$560K 0.03% 398
2022
Q2 		– Sell
-1,253
Closed -$433K – 557
2022
Q1 		$433K Sell
1,253
-106
-8% -$35.4K 0.03% 332
2021
Q4 		$479K Sell
1,359
-228
-14% -$77.6K 0.03% 314
2021
Q3 		$508K Sell
1,587
-360
-18% -$116K 0.04% 265
2021
Q2 		$584K Buy
1,947
+524
+37% +$155K 0.04% 225
2021
Q1 		$387K Buy
1,423
+581
+69% +$151K 0.03% 251
2020
Q4 		$200K Buy
+842
New +$194K 0.02% 345

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

Ritholtz Wealth Management's ESS Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Essex Property Trust (ESS) stake by 44% in Q1 2026, selling an estimated $391K and leaving 1,978 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #810.

Ritholtz Wealth Management first reported a position in ESS in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.64M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Ritholtz Wealth Management held 1,978 shares of Essex Property Trust worth $479K as of Q1 2026.
  • Ritholtz Wealth Management sold 1,551 Essex Property Trust shares in Q1 2026, an estimated $391K.
  • Essex Property Trust made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #810 holding.
  • Ritholtz Wealth Management first reported a position in Essex Property Trust in Q4 2020 and has held it in 20 quarters since.
  • Ritholtz Wealth Management's Essex Property Trust position peaked at $1.64M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.