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Sterling Capital Management’s Essex Property Trust ESS Stock Holding History

Sterling Capital 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 		$2.35M Sell
9,727
-2,085
-18% -$526K 0.04% 303
2025
Q4 		$3.09M Sell
11,812
-595
-5% -$154K 0.05% 269
2025
Q3 		$3.32M Sell
12,407
-413
-3% -$112K 0.05% 255
2025
Q2 		$3.63M Buy
12,820
+730
+6% +$205K 0.05% 257
2025
Q1 		$3.71M Sell
12,090
-293
-2% -$85.6K 0.06% 228
2024
Q4 		$3.53M Buy
12,383
+826
+7% +$244K 0.05% 277
2024
Q3 		$3.41M Buy
+11,557
New +$3.35M 0.04% 282
2019
Q3 		$3.53M Sell
10,800
-1,200
-10% -$375K 0.03% 296
2019
Q2 		$3.5M Sell
12,000
-500
-4% -$144K 0.03% 292
2019
Q1 		$3.62M Hold
12,500
– – 0.04% 290
2018
Q4 		$3.06M Sell
12,500
-1,500
-11% -$378K 0.03% 296
2018
Q3 		$3.45M Hold
14,000
– – 0.03% 306
2018
Q2 		$3.35M Hold
14,000
– – 0.03% 295
2018
Q1 		$3.37M Hold
14,000
– – 0.03% 291
2017
Q4 		$3.38M Hold
14,000
– – 0.03% 316
2017
Q3 		$3.56M Hold
14,000
– – 0.03% 284
2017
Q2 		$3.6M Sell
14,000
-9
-0.1% -$2.26K 0.03% 267
2017
Q1 		$3.24M Sell
14,009
-991
-7% -$227K 0.03% 285
2016
Q4 		$3.49M Sell
15,000
-1,000
-6% -$216K 0.03% 282
2016
Q3 		$3.56M Hold
16,000
– – 0.03% 271
2016
Q2 		$3.65M Hold
16,000
– – 0.03% 286
2016
Q1 		$3.74M Buy
16,000
+3,000
+23% +$658K 0.03% 280
2015
Q4 		$3.11M Hold
13,000
– – 0.03% 302
2015
Q3 		$2.9M Buy
+13,000
New +$2.87M 0.03% 302

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

Sterling Capital Management's ESS Position: Q1 2026 in Review

Sterling Capital Management reduced its Essex Property Trust (ESS) stake by 18% in Q1 2026, selling an estimated $526K and leaving 9,727 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #303.

Sterling Capital Management first reported a position in ESS in Q3 2015 and has held it in 24 quarters since. The position peaked at $3.74M in Q1 2016. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Sterling Capital Management held 9,727 shares of Essex Property Trust worth $2.35M as of Q1 2026.
  • Sterling Capital Management sold 2,085 Essex Property Trust shares in Q1 2026, an estimated $526K.
  • Essex Property Trust made up 0.04% of Sterling Capital Management's portfolio in Q1 2026, its #303 holding.
  • Sterling Capital Management first reported a position in Essex Property Trust in Q3 2015 and has held it in 24 quarters since.
  • Sterling Capital Management's Essex Property Trust position peaked at $3.74M in Q1 2016.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.