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Sagard Holdings Management’s Essex Property Trust ESS Stock Holding History

Sagard Holdings 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
Q3 		$8.03K Hold
30
– – 0.04% 85
2025
Q2 		$8.5K Buy
+30
New +$8.43K 0.02% 87

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagard Holdings Management's ESS Position: Q3 2025 in Review

Sagard Holdings Management held its Essex Property Trust (ESS) position steady in Q3 2025 at 30 shares worth $8.03K. The position accounts for 0.04% of the portfolio, ranked #85.

Sagard Holdings Management first reported a position in ESS in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.5K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Sagard Holdings Management held 30 shares of Essex Property Trust worth $8.03K as of Q3 2025.
  • Sagard Holdings Management left its Essex Property Trust share count unchanged in Q3 2025.
  • Essex Property Trust made up 0.04% of Sagard Holdings Management's portfolio in Q3 2025, its #85 holding.
  • Sagard Holdings Management first reported a position in Essex Property Trust in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Essex Property Trust position peaked at $8.5K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.