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S-Bank Fund Management’s Essex Property Trust ESS Stock Holding History

S-Bank Fund 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
2025
Q4 		– Sell
-5,468
Closed -$1.46M – 188
2025
Q3 		$1.46M Sell
5,468
-71
-1% -$19.2K 0.19% 85
2025
Q2 		$1.57M Buy
5,539
+637
+13% +$179K 0.23% 82
2025
Q1 		$1.5M Buy
+4,902
New +$1.43M 0.28% 73

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

S-Bank Fund Management's ESS Position: Q4 2025 in Review

S-Bank Fund Management sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 5,468 shares — an estimated $1.46M sold.

S-Bank Fund Management first reported a position in ESS in Q1 2025 and held it in 3 quarters. The position peaked at $1.57M in Q2 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • S-Bank Fund Management reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • S-Bank Fund Management sold 5,468 Essex Property Trust shares in Q4 2025, an estimated $1.46M.
  • S-Bank Fund Management first reported a position in Essex Property Trust in Q1 2025 and held it in 3 quarters.
  • S-Bank Fund Management's Essex Property Trust position peaked at $1.57M in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on S-Bank Fund Management's 13F filing for Q4 2025, filed 3 Feb 2026.