SlateStone Wealth’s Essex Property Trust ESS Stock Holding History

SlateStone Wealth’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	$723K	Buy	2,480 +65	+3%	+$17.5K	0.06%	202
2026 Q1	$584K	Buy	2,415 +140	+6%	+$35.3K	0.05%	206
2025 Q4	$595K	Hold	2,275	–	–	0.05%	204
2025 Q3	$609K	Sell	2,275 -25	-1%	-$6.76K	0.05%	197
2025 Q2	$652K	Sell	2,300 -10	-0.4%	-$2.81K	0.06%	190
2025 Q1	$708K	Sell	2,310 -35	-1%	-$10.2K	0.07%	172
2024 Q4	$669K	Buy	2,345 +85	+4%	+$25.1K	0.07%	185
2024 Q3	$668K	Hold	2,260	–	–	0.06%	188
2024 Q2	$615K	Buy	2,260 +84	+4%	+$21.6K	0.07%	187
2024 Q1	$533K	Buy	+2,176	New	+$518K	0.05%	196

Other funds holding ESS

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

SlateStone Wealth's ESS Position: Q2 2026 in Review

SlateStone Wealth increased its Essex Property Trust (ESS) stake by 2.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,480 shares worth $723K. The position accounts for 0.06% of the portfolio, ranked #202.

SlateStone Wealth first reported a position in ESS in Q1 2024 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

SlateStone Wealth held 2,480 shares of Essex Property Trust worth $723K as of Q2 2026.
SlateStone Wealth bought 65 Essex Property Trust shares in Q2 2026, an estimated $17.5K.
Essex Property Trust made up 0.06% of SlateStone Wealth's portfolio in Q2 2026, its #202 holding.
SlateStone Wealth first reported a position in Essex Property Trust in Q1 2024 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.