Rockefeller Capital Management
ESS icon

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

Rockefeller 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 		$735K Buy
3,038
+374
+14% +$94.3K ﹤0.01% 1764
2025
Q4 		$697K Sell
2,664
-708
-21% -$183K ﹤0.01% 1728
2025
Q3 		$903K Buy
+3,372
New +$911K ﹤0.01% 1463
2023
Q2 		– Sell
-1,101
Closed -$230K – 1873
2023
Q1 		$230K Buy
1,101
+180
+20% +$39.7K ﹤0.01% 1741
2022
Q4 		$195K Sell
921
-142
-13% -$31K ﹤0.01% 1670
2022
Q3 		$257K Sell
1,063
-30
-3% -$8.12K ﹤0.01% 1540
2022
Q2 		$285K Buy
1,093
+272
+33% +$82.3K ﹤0.01% 1483
2022
Q1 		$283K Buy
821
+215
+35% +$71.8K ﹤0.01% 1549
2021
Q4 		$213K Sell
606
-454
-43% -$155K ﹤0.01% 1623
2021
Q3 		$338K Buy
1,060
+449
+73% +$145K ﹤0.01% 1398
2021
Q2 		$183K Buy
611
+511
+511% +$151K ﹤0.01% 1539
2021
Q1 		$27K Hold
100
– – ﹤0.01% 2147
2020
Q4 		$23K Buy
100
+12
+14% +$2.77K ﹤0.01% 1948
2020
Q3 		$17K Sell
88
-1,297
-94% -$283K ﹤0.01% 1846
2020
Q2 		$317K Buy
1,385
+5
+0.4% +$1.2K ﹤0.01% 831
2020
Q1 		$304K Buy
1,380
+1,354
+5,208% +$389K ﹤0.01% 717
2019
Q4 		$8K Sell
26
-10
-28% -$3.16K ﹤0.01% 1663
2019
Q3 		$12K Hold
36
– – ﹤0.01% 1368
2019
Q2 		$10K Sell
36
-31
-46% -$8.94K ﹤0.01% 1231
2019
Q1 		$19K Sell
67
-3
-4% -$819 ﹤0.01% 1255
2018
Q4 		$17K Buy
+70
New +$17.6K ﹤0.01% 635

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

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

Rockefeller Capital Management increased its Essex Property Trust (ESS) stake by 14% in Q1 2026, buying an estimated $94.3K and bringing the position to 3,038 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Rockefeller Capital Management first reported a position in ESS in Q4 2018 and has held it in 21 quarters since. The position peaked at $903K in Q3 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Rockefeller Capital Management held 3,038 shares of Essex Property Trust worth $735K as of Q1 2026.
  • Rockefeller Capital Management bought 374 Essex Property Trust shares in Q1 2026, an estimated $94.3K.
  • Essex Property Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1764 holding.
  • Rockefeller Capital Management first reported a position in Essex Property Trust in Q4 2018 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Essex Property Trust position peaked at $903K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.