Robertson Stephens Wealth Management’s Essex Property Trust ESS Stock Holding History

Robertson Stephens 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 Q2	$219K	Buy	+746	New	+$201K	0.01%	601
2026 Q1	–	Sell	-769	Closed	-$201K	–	631
2025 Q4	$201K	Sell	769 -2	-0.3%	-$518	0.01%	605
2025 Q3	$208K	Buy	771 +1	+0.1%	+$270	0.01%	507
2025 Q2	$220K	Buy	770 +3	+0.4%	+$843	0.01%	518
2025 Q1	$237K	Buy	767 +6	+0.8%	+$1.75K	0.01%	497
2024 Q4	$217K	Buy	761 +3	+0.4%	+$886	0.01%	533
2024 Q3	$226K	Sell	758 -6	-0.8%	-$1.74K	0.01%	581
2024 Q2	$210K	Buy	+764	New	+$196K	0.01%	475
2023 Q3	–	Sell	-847	Closed	-$200K	–	453
2023 Q2	$200K	Buy	+847	New	+$185K	0.01%	407
2022 Q4	–	Sell	-887	Closed	-$216K	–	411
2022 Q3	$216K	Sell	887 -9	-1%	-$2.44K	0.02%	330
2022 Q2	$236K	Sell	896 -74	-8%	-$22.4K	0.02%	329
2022 Q1	$337K	Buy	970 +4	+0.4%	+$1.34K	0.03%	293
2021 Q4	$342K	Buy	+966	New	+$329K	0.03%	303

Other funds holding ESS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robertson Stephens Wealth Management's ESS Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Essex Property Trust (ESS) in Q2 2026: 746 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in ESS as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in ESS in Q4 2021 and has held it in 13 quarters since. The position peaked at $342K in Q4 2021. 217 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Robertson Stephens Wealth Management held 746 shares of Essex Property Trust worth $219K as of Q2 2026.
Essex Property Trust was a new Robertson Stephens Wealth Management position in Q2 2026.
Essex Property Trust made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #601 holding.
Robertson Stephens Wealth Management first reported a position in Essex Property Trust in Q4 2021 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's Essex Property Trust position peaked at $342K in Q4 2021.
217 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.