Spirit of America Management Corp’s Essex Property Trust ESS Stock Holding History

Spirit of America Management Corp’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	$885K	Sell	3,036 -1,800	-37%	-$484K	0.17%	133
2026 Q1	$1.17M	Sell	4,836 -2,150	-31%	-$542K	0.23%	115
2025 Q4	$1.83M	Sell	6,986 -2,750	-28%	-$712K	0.39%	76
2025 Q3	$2.61M	Buy	9,736 +100	+1%	+$27K	0.52%	50
2025 Q2	$2.73M	Buy	9,636 +1,600	+20%	+$449K	0.57%	45
2025 Q1	$2.46M	Buy	8,036 +800	+11%	+$234K	0.5%	55
2024 Q4	$2.07M	Buy	7,236 +700	+11%	+$207K	0.42%	61
2024 Q3	$1.93M	Buy	6,536 +600	+10%	+$174K	0.38%	66
2024 Q2	$1.62M	Hold	5,936	–	–	0.33%	72
2024 Q1	$1.45M	Hold	5,936	–	–	0.29%	83
2023 Q4	$1.47M	Buy	5,936 +100	+2%	+$22.1K	0.32%	76
2023 Q3	$1.24M	Buy	5,836 +200	+4%	+$46.9K	0.28%	75
2023 Q2	$1.32M	Hold	5,636	–	–	0.3%	77
2023 Q1	$1.18M	Sell	5,636 -1,600	-22%	-$353K	0.26%	85
2022 Q4	$1.53M	Sell	7,236 -700	-9%	-$153K	0.34%	75
2022 Q3	$1.92M	Hold	7,936	–	–	0.46%	61
2022 Q2	$2.08M	Hold	7,936	–	–	0.47%	60
2022 Q1	$2.74M	Buy	7,936 +750	+10%	+$251K	0.54%	51
2021 Q4	$2.53M	Buy	7,186 +100	+1%	+$34K	0.51%	61
2021 Q3	$2.27M	Buy	7,086 +800	+13%	+$259K	0.49%	61
2021 Q2	$1.89M	Buy	6,286 +1,250	+25%	+$369K	0.4%	70
2021 Q1	$1.37M	Sell	5,036 -650	-11%	-$169K	0.32%	86
2020 Q4	$1.35M	Sell	5,686 -1,650	-22%	-$381K	0.34%	88
2020 Q3	$1.47M	Sell	7,336 -200	-3%	-$43.6K	0.4%	72
2020 Q2	$1.73M	Sell	7,536 -100	-1%	-$24K	0.44%	58
2020 Q1	$1.68M	Sell	7,636 -1,900	-20%	-$546K	0.54%	48
2019 Q4	$2.87M	Sell	9,536 -100	-1%	-$31.6K	0.5%	47
2019 Q3	$3.15M	Sell	9,636 -700	-7%	-$219K	0.51%	49
2019 Q2	$3.02M	Hold	10,336	–	–	0.45%	50
2019 Q1	$2.99M	Buy	10,336 +500	+5%	+$136K	0.44%	51
2018 Q4	$2.41M	Hold	9,836	–	–	0.38%	60
2018 Q3	$2.43M	Hold	9,836	–	–	0.3%	69
2018 Q2	$2.35M	Hold	9,836	–	–	0.29%	70
2018 Q1	$2.37M	Sell	9,836 -200	-2%	-$46.1K	0.31%	67
2017 Q4	$2.42M	Sell	10,036 -1,100	-10%	-$278K	0.27%	76
2017 Q3	$2.83M	Sell	11,136 -200	-2%	-$52.2K	0.3%	66
2017 Q2	$2.92M	Sell	11,336 -1,210	-10%	-$304K	0.31%	63
2017 Q1	$2.9M	Sell	12,546 -2,000	-14%	-$459K	0.31%	67
2016 Q4	$3.38M	Sell	14,546 -1,950	-12%	-$422K	0.39%	62
2016 Q3	$3.67M	Sell	16,496 -1,525	-8%	-$347K	0.48%	55
2016 Q2	$4.11M	Sell	18,021 -450	-2%	-$100K	0.6%	47
2016 Q1	$4.32M	Hold	18,471	–	–	0.77%	42
2015 Q4	$4.42M	Buy	18,471 +500	+3%	+$115K	0.85%	35
2015 Q3	$4.01M	Hold	17,971	–	–	0.83%	36
2015 Q2	$3.82M	Hold	17,971	–	–	0.74%	39
2015 Q1	$4.13M	Hold	17,971	–	–	0.87%	32
2014 Q4	$3.71M	Hold	17,971	–	–	0.94%	28
2014 Q3	$3.21M	Buy	17,971 +5,000	+39%	+$943K	0.98%	22
2014 Q2	$2.4M	Buy	12,971 +2,971	+30%	+$526K	0.96%	23
2014 Q1	$1.7M	Buy	+10,000	New	+$1.61M	0.7%	38
2013 Q4	–	Sell	-10,000	Closed	-$1.48M	–	116
2013 Q3	$1.48M	Hold	10,000	–	–	0.54%	48
2013 Q2	$1.59M	Buy	+10,000	New	+$1.57M	0.57%	49

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Spirit of America Management Corp's ESS Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Essex Property Trust (ESS) stake by 37% in Q2 2026, selling an estimated $484K and leaving 3,036 shares worth $885K. The position accounts for 0.17% of the portfolio, ranked #133.

Spirit of America Management Corp first reported a position in ESS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.42M in Q4 2015. 307 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Spirit of America Management Corp held 3,036 shares of Essex Property Trust worth $885K as of Q2 2026.
Spirit of America Management Corp sold 1,800 Essex Property Trust shares in Q2 2026, an estimated $484K.
Essex Property Trust made up 0.17% of Spirit of America Management Corp's portfolio in Q2 2026, its #133 holding.
Spirit of America Management Corp first reported a position in Essex Property Trust in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Essex Property Trust position peaked at $4.42M in Q4 2015.
307 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.