Schnieders Capital Management’s Essex Property Trust ESS Stock Holding History

Schnieders Capital 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	$204K	Buy	+698	New	+$188K	0.03%	240
2025 Q4	–	Sell	-757	Closed	-$203K	–	221
2025 Q3	$203K	Hold	757	–	–	0.04%	216
2025 Q2	$215K	Sell	757 -12	-2%	-$3.37K	0.04%	213
2025 Q1	$236K	Hold	769	–	–	0.05%	181
2024 Q4	$220K	Hold	769	–	–	0.04%	189
2024 Q3	$227K	Buy	769 +12	+2%	+$3.48K	0.04%	190
2024 Q2	$206K	Buy	+757	New	+$194K	0.04%	191
2022 Q2	–	Sell	-719	Closed	-$248K	–	184
2022 Q1	$248K	Hold	719	–	–	0.06%	177
2021 Q4	$253K	Hold	719	–	–	0.06%	174
2021 Q3	$230K	Hold	719	–	–	0.06%	173
2021 Q2	$216K	Buy	+719	New	+$212K	0.06%	175
2021 Q1	–	Sell	-919	Closed	-$218K	–	180
2020 Q4	$218K	Buy	+919	New	+$212K	0.07%	157
2020 Q1	–	Sell	-726	Closed	-$218K	–	158
2019 Q4	$218K	Hold	726	–	–	0.08%	167
2019 Q3	$237K	Hold	726	–	–	0.1%	143
2019 Q2	$212K	Buy	+726	New	+$209K	0.08%	153

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

Schnieders Capital Management's ESS Position: Q2 2026 in Review

Schnieders Capital Management opened a new position in Essex Property Trust (ESS) in Q2 2026: 698 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: Schnieders Capital Management previously reported a position in ESS as recently as Q3 2025.

Schnieders Capital Management first reported a position in ESS in Q2 2019 and has held it in 15 quarters since. The position peaked at $253K in Q4 2021. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Schnieders Capital Management held 698 shares of Essex Property Trust worth $204K as of Q2 2026.
Essex Property Trust was a new Schnieders Capital Management position in Q2 2026.
Essex Property Trust made up 0.03% of Schnieders Capital Management's portfolio in Q2 2026, its #240 holding.
Schnieders Capital Management first reported a position in Essex Property Trust in Q2 2019 and has held it in 15 quarters since.
Schnieders Capital Management's Essex Property Trust position peaked at $253K in Q4 2021.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.