Roman Butler Fullerton & Co’s Essex Property Trust ESS Stock Holding History

Roman Butler Fullerton & Co’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	$268K	Hold	902	–	–	0.06%	244
2026 Q1	$227K	Hold	902	–	–	0.06%	254
2025 Q4	$228K	Hold	902	–	–	0.06%	250
2025 Q3	$223K	Hold	902	–	–	0.06%	243
2025 Q2	$259K	Sell	902 -39	-4%	-$11K	0.08%	210
2025 Q1	$257K	Hold	941	–	–	0.1%	185
2024 Q4	$266K	Sell	941 -41	-4%	-$12.1K	0.08%	194
2024 Q3	$287K	Hold	982	–	–	0.09%	201
2024 Q2	$271K	Sell	982 -240	-20%	-$61.6K	0.09%	186
2024 Q1	$293K	Hold	1,222	–	–	0.11%	170
2023 Q4	$289K	Hold	1,222	–	–	0.11%	171
2023 Q3	$268K	Hold	1,222	–	–	0.13%	160
2023 Q2	$297K	Buy	+1,222	New	+$267K	0.14%	155

Other funds holding ESS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Roman Butler Fullerton & Co's ESS Position: Q2 2026 in Review

Roman Butler Fullerton & Co held its Essex Property Trust (ESS) position steady in Q2 2026 at 902 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #244.

Roman Butler Fullerton & Co first reported a position in ESS in Q2 2023 and has held it in 13 quarters since. The position peaked at $297K in Q2 2023. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Roman Butler Fullerton & Co held 902 shares of Essex Property Trust worth $268K as of Q2 2026.
Roman Butler Fullerton & Co left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #244 holding.
Roman Butler Fullerton & Co first reported a position in Essex Property Trust in Q2 2023 and has held it in 13 quarters since.
Roman Butler Fullerton & Co's Essex Property Trust position peaked at $297K in Q2 2023.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.