Sanctuary Advisors’s Essex Property Trust ESS Stock Holding History

Sanctuary Advisors’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 Q1	$1.65M	Sell	6,823 -111	-2%	-$28K	0.01%	1052
2025 Q4	$1.81M	Sell	6,934 -481	-6%	-$124K	0.01%	987
2025 Q3	$1.98M	Buy	7,415 +2,060	+38%	+$557K	0.01%	901
2025 Q2	$1.52M	Buy	5,355 +2,879	+116%	+$809K	0.01%	978
2025 Q1	$759K	Buy	2,476 +249	+11%	+$72.8K	0.01%	1261
2024 Q4	$626K	Sell	2,227 -483	-18%	-$143K	﹤0.01%	1554
2024 Q3	$828K	Buy	2,710 +1,300	+92%	+$377K	0.01%	1366
2024 Q2	$348K	Buy	+1,410	New	+$362K	﹤0.01%	1871

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sanctuary Advisors's ESS Position: Q1 2026 in Review

Sanctuary Advisors reduced its Essex Property Trust (ESS) stake by 1.6% in Q1 2026, selling an estimated $28K and leaving 6,823 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1052.

Sanctuary Advisors first reported a position in ESS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q3 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Sanctuary Advisors held 6,823 shares of Essex Property Trust worth $1.65M as of Q1 2026.
Sanctuary Advisors sold 111 Essex Property Trust shares in Q1 2026, an estimated $28K.
Essex Property Trust made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1052 holding.
Sanctuary Advisors first reported a position in Essex Property Trust in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Essex Property Trust position peaked at $1.98M in Q3 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.