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Smartleaf Asset Management’s Essex Property Trust ESS Stock Holding History

Smartleaf Asset 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
Q1 		$58.7K Sell
242
-92
-28% -$23.2K ﹤0.01% 1373
2025
Q4 		$88.1K Sell
334
-21
-6% -$5.43K ﹤0.01% 1266
2025
Q3 		$94.5K Buy
355
+86
+32% +$23.2K 0.01% 1104
2025
Q2 		$76.8K Sell
269
-55
-17% -$15.4K 0.01% 977
2025
Q1 		$99.1K Buy
324
+7
+2% +$2.04K 0.01% 833
2024
Q4 		$89.6K Buy
317
+100
+46% +$29.5K 0.01% 887
2024
Q3 		$63.9K Buy
217
+169
+352% +$49K 0.01% 835
2024
Q2 		$13.1K Buy
48
+7
+17% +$1.8K ﹤0.01% 1262
2024
Q1 		$9.9K Buy
41
+38
+1,267% +$9.04K ﹤0.01% 1018
2023
Q4 		$758 Buy
+3
New +$662 ﹤0.01% 1053

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smartleaf Asset Management's ESS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Essex Property Trust (ESS) stake by 28% in Q1 2026, selling an estimated $23.2K and leaving 242 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Smartleaf Asset Management first reported a position in ESS in Q4 2023 and has held it in 10 quarters since. The position peaked at $99.1K in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Smartleaf Asset Management held 242 shares of Essex Property Trust worth $58.7K as of Q1 2026.
  • Smartleaf Asset Management sold 92 Essex Property Trust shares in Q1 2026, an estimated $23.2K.
  • Essex Property Trust made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1373 holding.
  • Smartleaf Asset Management first reported a position in Essex Property Trust in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Essex Property Trust position peaked at $99.1K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.