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 Q3	$2.34M	Sell	8,703 -397	-4%	-$113K	0.05%	298
2026 Q2	$2.65M	Sell	9,100 -627	-6%	-$169K	0.05%	309
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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sterling Capital Management's ESS Position: Q3 2026 in Review

Sterling Capital Management reduced its Essex Property Trust (ESS) stake by 4.4% in Q3 2026, selling an estimated $113K and leaving 8,703 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #298.

Sterling Capital Management first reported a position in ESS in Q3 2015 and has held it in 26 quarters since. The position peaked at $3.74M in Q1 2016. 108 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Sterling Capital Management held 8,703 shares of Essex Property Trust worth $2.34M as of Q3 2026.
Sterling Capital Management sold 397 Essex Property Trust shares in Q3 2026, an estimated $113K.
Essex Property Trust made up 0.05% of Sterling Capital Management's portfolio in Q3 2026, its #298 holding.
Sterling Capital Management first reported a position in Essex Property Trust in Q3 2015 and has held it in 26 quarters since.
Sterling Capital Management's Essex Property Trust position peaked at $3.74M in Q1 2016.
108 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.