SQA
ESS icon

Simon Quick Advisors’s Essex Property Trust ESS Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-942
Closed -$289K – 450
2025
Q1 		$289K Buy
+942
New +$275K 0.02% 449
2020
Q1 		– Sell
-7
Closed -$2K – 546
2019
Q4 		$2K Buy
+7
New +$2.21K ﹤0.01% 592

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simon Quick Advisors's ESS Position: Q2 2025 in Review

Simon Quick Advisors sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 942 shares — an estimated $289K sold.

Simon Quick Advisors first reported a position in ESS in Q4 2019 and held it in 2 quarters. The position peaked at $289K in Q1 2025. 616 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • Simon Quick Advisors reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 942 Essex Property Trust shares in Q2 2025, an estimated $289K.
  • Simon Quick Advisors first reported a position in Essex Property Trust in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Essex Property Trust position peaked at $289K in Q1 2025.
  • 616 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.