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Savant Capital’s Essex Property Trust ESS Stock Holding History

Savant Capital’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
Q1 		– Sell
-1,049
Closed -$299K – 1196
2024
Q4 		$299K Buy
1,049
+111
+12% +$32.8K ﹤0.01% 1116
2024
Q3 		$277K Sell
938
-8
-0.8% -$2.32K ﹤0.01% 1124
2024
Q2 		$258K Buy
946
+13
+1% +$3.34K ﹤0.01% 1040
2024
Q1 		$228K Buy
933
+7
+0.8% +$1.67K ﹤0.01% 989
2023
Q4 		$230K Buy
+926
New +$204K ﹤0.01% 781
2023
Q3 		– Sell
-921
Closed -$216K – 810
2023
Q2 		$216K Buy
+921
New +$201K ﹤0.01% 722
2022
Q4 		– Sell
-996
Closed -$241K – 608
2022
Q3 		$241K Sell
996
-76
-7% -$20.6K 0.01% 470
2022
Q2 		$280K Sell
1,072
-48
-4% -$14.5K 0.01% 446
2022
Q1 		$387K Sell
1,120
-23
-2% -$7.68K 0.01% 398
2021
Q4 		$403K Buy
1,143
+29
+3% +$9.87K 0.01% 399
2021
Q3 		$356K Buy
1,114
+31
+3% +$10K 0.01% 382
2021
Q2 		$325K Buy
1,083
+47
+5% +$13.9K 0.01% 394
2021
Q1 		$282K Buy
1,036
+125
+14% +$32.4K 0.02% 389
2020
Q4 		$216K Buy
+911
New +$210K 0.01% 407
2020
Q1 		– Sell
-930
Closed -$280K – 393
2019
Q4 		$280K Buy
930
+45
+5% +$14.2K 0.03% 289
2019
Q3 		$289K Buy
885
+10
+1% +$3.13K 0.04% 267
2019
Q2 		$255K Hold
875
– – 0.04% 290
2019
Q1 		$253K Buy
+875
New +$239K 0.05% 244

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Savant Capital's ESS Position: Q1 2025 in Review

Savant Capital sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 1,049 shares — an estimated $299K sold.

Savant Capital first reported a position in ESS in Q1 2019 and held it in 18 quarters. The position peaked at $403K in Q4 2021. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Savant Capital reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 1,049 Essex Property Trust shares in Q1 2025, an estimated $299K.
  • Savant Capital first reported a position in Essex Property Trust in Q1 2019 and held it in 18 quarters.
  • Savant Capital's Essex Property Trust position peaked at $403K in Q4 2021.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.