Sumitomo Mitsui Trust Group
ESS icon

Sumitomo Mitsui Trust Group’s Essex Property Trust ESS Stock Holding History

Sumitomo Mitsui Trust Group’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 		$54.1M Sell
223,756
-5,912
-3% -$1.49M 0.04% 422
2025
Q4 		$60.1M Sell
229,668
-125
-0.1% -$32.4K 0.04% 412
2025
Q3 		$61.5M Buy
229,793
+2,007
+0.9% +$542K 0.04% 412
2025
Q2 		$64.6M Sell
227,786
-11,073
-5% -$3.11M 0.04% 390
2025
Q1 		$73.2M Buy
238,859
+4,964
+2% +$1.45M 0.05% 344
2024
Q4 		$66.8M Sell
233,895
-3,322
-1% -$981K 0.05% 377
2024
Q3 		$70.1M Buy
237,217
+9,743
+4% +$2.83M 0.05% 373
2024
Q2 		$61.9M Sell
227,474
-6,052
-3% -$1.55M 0.05% 382
2024
Q1 		$57.2M Sell
233,526
-4,164
-2% -$991K 0.04% 443
2023
Q4 		$58.9M Sell
237,690
-220,708
-48% -$48.7M 0.04% 429
2023
Q3 		$97.2M Sell
458,398
-123,398
-21% -$28.9M 0.08% 264
2023
Q2 		$136M Sell
581,796
-68,290
-11% -$14.9M 0.11% 193
2023
Q1 		$136M Buy
650,086
+14,035
+2% +$3.1M 0.1% 213
2022
Q4 		$135M Buy
636,051
+32,150
+5% +$7.03M 0.11% 221
2022
Q3 		$146M Buy
603,901
+51,047
+9% +$13.8M 0.12% 191
2022
Q2 		$145M Buy
552,854
+86,601
+19% +$26.2M 0.11% 206
2022
Q1 		$161M Buy
466,253
+194,288
+71% +$64.9M 0.11% 209
2021
Q4 		$95.8M Sell
271,965
-66,801
-20% -$22.7M 0.06% 352
2021
Q3 		$108M Buy
338,766
+6,628
+2% +$2.14M 0.07% 317
2021
Q2 		$99.6M Buy
332,138
+6,492
+2% +$1.91M 0.06% 358
2021
Q1 		$88.5M Sell
325,646
-12,885
-4% -$3.34M 0.06% 379
2020
Q4 		$80.4M Sell
338,531
-289,780
-46% -$66.9M 0.05% 390
2020
Q3 		$126M Sell
628,311
-19,922
-3% -$4.34M 0.09% 252
2020
Q2 		$149M Buy
648,233
+68,302
+12% +$16.4M 0.1% 213
2020
Q1 		$128M Buy
579,931
+221,074
+62% +$63.5M 0.11% 195
2019
Q4 		$108M Buy
358,857
+28,589
+9% +$9.03M 0.08% 247
2019
Q3 		$108M Buy
330,268
+13,718
+4% +$4.29M 0.09% 237
2019
Q2 		$92.4M Buy
316,550
+32,732
+12% +$9.43M 0.08% 260
2019
Q1 		$82.1M Sell
283,818
-25,665
-8% -$7M 0.08% 278
2018
Q4 		$76.2M Buy
309,483
+44,098
+17% +$11.1M 0.08% 257
2018
Q3 		$65.5M Buy
265,385
+5,270
+2% +$1.27M 0.07% 304
2018
Q2 		$62.2M Buy
260,115
+8,558
+3% +$2.04M 0.07% 297
2018
Q1 		$60.5M Buy
251,557
+3,808
+2% +$878K 0.08% 280
2017
Q4 		$59.8M Buy
247,749
+5,445
+2% +$1.37M 0.08% 283
2017
Q3 		$61.6M Buy
242,304
+1,039
+0.4% +$271K 0.09% 264
2017
Q2 		$62.1M Buy
241,265
+4,544
+2% +$1.14M 0.09% 247
2017
Q1 		$54.8M Sell
236,721
-3,213
-1% -$737K 0.08% 270
2016
Q4 		$55.8M Buy
239,934
+12,579
+6% +$2.72M 0.09% 258
2016
Q3 		$50.6M Sell
227,355
-3,158
-1% -$718K 0.08% 280
2016
Q2 		$52.6M Sell
230,513
-2,742
-1% -$612K 0.09% 263
2016
Q1 		$54.5M Buy
233,255
+6,822
+3% +$1.5M 0.1% 247
2015
Q4 		$55.1M Sell
226,433
-1,763
-0.8% -$405K 0.1% 237
2015
Q3 		$51M Buy
228,196
+8,315
+4% +$1.83M 0.1% 239
2015
Q2 		$46.7M Buy
219,881
+2,466
+1% +$546K 0.08% 277
2015
Q1 		$50M Buy
217,415
+16,527
+8% +$3.74M 0.09% 268
2014
Q4 		$42.2M Buy
200,888
+2,777
+1% +$550K 0.08% 288
2014
Q3 		$35.4M Buy
198,111
+5,420
+3% +$1.02M 0.07% 320
2014
Q2 		$35.6M Buy
192,691
+166,870
+646% +$29.5M 0.07% 313
2014
Q1 		$4.39M Buy
25,821
+1,678
+7% +$271K 0.01% 624
2013
Q4 		$3.47M Sell
24,143
-876
-4% -$135K 0.01% 631
2013
Q3 		$3.69M Sell
25,019
-437
-2% -$67.8K 0.01% 621
2013
Q2 		$4.04M Buy
+25,456
New +$4.01M 0.01% 619

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

Sumitomo Mitsui Trust Group's ESS Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Essex Property Trust (ESS) stake by 2.6% in Q1 2026, selling an estimated $1.49M and leaving 223,756 shares worth $54.1M. The position accounts for 0.04% of the portfolio, ranked #422.

Sumitomo Mitsui Trust Group first reported a position in ESS in Q2 2013 and has held it in 52 quarters since. The position peaked at $161M in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 223,756 shares of Essex Property Trust worth $54.1M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 5,912 Essex Property Trust shares in Q1 2026, an estimated $1.49M.
  • Essex Property Trust made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #422 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Essex Property Trust in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Essex Property Trust position peaked at $161M in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.