Siemens Fonds Invest’s Essex Property Trust ESS Stock Holding History

Siemens Fonds Invest’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	$225K	Buy	931 +48	+5%	+$12.1K	0.01%	449
2025 Q4	$233K	Hold	883	–	–	0.01%	451
2025 Q3	$236K	Sell	883 -10	-1%	-$2.7K	0.01%	432
2025 Q2	$253K	Buy	893 +145	+19%	+$40.7K	0.01%	424
2025 Q1	$229K	Buy	+748	New	+$219K	0.02%	406
2024 Q4	–	Sell	-702	Closed	-$207K	–	451
2024 Q3	$207K	Buy	+702	New	+$204K	0.02%	427
2022 Q2	–	Sell	-662	Closed	-$229K	–	402
2022 Q1	$229K	Hold	662	–	–	0.02%	393
2021 Q4	$233K	Sell	662 -2	-0.3%	-$681	0.02%	400
2021 Q3	$212K	Buy	+664	New	+$215K	0.01%	404

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

Siemens Fonds Invest's ESS Position: Q1 2026 in Review

Siemens Fonds Invest increased its Essex Property Trust (ESS) stake by 5.4% in Q1 2026, buying an estimated $12.1K and bringing the position to 931 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #449.

Siemens Fonds Invest first reported a position in ESS in Q3 2021 and has held it in 9 quarters since. The position peaked at $253K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Siemens Fonds Invest held 931 shares of Essex Property Trust worth $225K as of Q1 2026.
Siemens Fonds Invest bought 48 Essex Property Trust shares in Q1 2026, an estimated $12.1K.
Essex Property Trust made up 0.01% of Siemens Fonds Invest's portfolio in Q1 2026, its #449 holding.
Siemens Fonds Invest first reported a position in Essex Property Trust in Q3 2021 and has held it in 9 quarters since.
Siemens Fonds Invest's Essex Property Trust position peaked at $253K in Q2 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.