Rush Island Management’s Essex Property Trust ESS Stock Holding History

Rush Island 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	$128M	Sell	438,518 -369,375	-46%	-$99.3M	8.47%	2
2026 Q1	$196M	Buy	807,893 +170,682	+27%	+$43.1M	13.12%	1
2025 Q4	$167M	Buy	637,211 +43,103	+7%	+$11.2M	10.42%	2
2025 Q3	$159M	Buy	+594,108	New	+$161M	10.9%	2
2023 Q3	–	Sell	-548,925	Closed	-$129M	–	23
2023 Q2	$129M	Buy	548,925 +30,647	+6%	+$6.7M	12.16%	2
2023 Q1	$108M	Buy	+518,278	New	+$114M	12.27%	1

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

Rush Island Management's ESS Position: Q2 2026 in Review

Rush Island Management reduced its Essex Property Trust (ESS) stake by 46% in Q2 2026, selling an estimated $99.3M and leaving 438,518 shares worth $128M. The position accounts for 8.47% of the portfolio, ranked #2.

Rush Island Management first reported a position in ESS in Q1 2023 and has held it in 6 quarters since. The position peaked at $196M in Q1 2026. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Rush Island Management held 438,518 shares of Essex Property Trust worth $128M as of Q2 2026.
Rush Island Management sold 369,375 Essex Property Trust shares in Q2 2026, an estimated $99.3M.
Essex Property Trust made up 8.47% of Rush Island Management's portfolio in Q2 2026, its #2 holding.
Rush Island Management first reported a position in Essex Property Trust in Q1 2023 and has held it in 6 quarters since.
Rush Island Management's Essex Property Trust position peaked at $196M in Q1 2026.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Rush Island Management's 13F filing for Q2 2026, filed 14 Aug 2026.