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Rothschild Investment LLC’s Essex Property Trust ESS Stock Holding History

Rothschild Investment LLC’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 		$590K Buy
2,025
+1,947
+2,496% +$523K 0.02% 549
2026
Q1 		$18.9K Buy
78
+26
+50% +$6.56K ﹤0.01% 1440
2025
Q4 		$13.6K Buy
52
+36
+225% +$9.32K ﹤0.01% 1465
2025
Q3 		$4.28K Hold
16
– – ﹤0.01% 1773
2025
Q2 		$4.53K Sell
16
-2
-11% -$562 ﹤0.01% 1563
2025
Q1 		$5.52K Buy
18
+13
+260% +$3.8K ﹤0.01% 1391
2024
Q4 		$1.43K Buy
+5
New +$1.48K ﹤0.01% 2008

Other funds holding ESS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's ESS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Essex Property Trust (ESS) stake by 2,496% in Q2 2026, buying an estimated $523K and bringing the position to 2,025 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #549.

Rothschild Investment LLC first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Rothschild Investment LLC held 2,025 shares of Essex Property Trust worth $590K as of Q2 2026.
  • Rothschild Investment LLC bought 1,947 Essex Property Trust shares in Q2 2026, an estimated $523K.
  • Essex Property Trust made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #549 holding.
  • Rothschild Investment LLC first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
  • 271 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.