SGI
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Summit Global Investments’s Essex Property Trust ESS Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-3,322
Closed -$948K – 484
2024
Q4 		$948K Buy
+3,322
New +$981K 0.06% 225
2020
Q2 		– Sell
-26,479
Closed -$5.83M – 246
2020
Q1 		$5.83M Sell
26,479
-37,867
-59% -$10.9M 0.85% 46
2019
Q4 		$19.4M Buy
64,346
+60,096
+1,414% +$19M 2.1% 5
2019
Q3 		$1.39M Buy
+4,250
New +$1.33M 0.16% 99

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Summit Global Investments's ESS Position: Q1 2025 in Review

Summit Global Investments sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 3,322 shares — an estimated $948K sold.

Summit Global Investments first reported a position in ESS in Q3 2019 and held it in 4 quarters. The position peaked at $19.4M in Q4 2019. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Summit Global Investments reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 3,322 Essex Property Trust shares in Q1 2025, an estimated $948K.
  • Summit Global Investments first reported a position in Essex Property Trust in Q3 2019 and held it in 4 quarters.
  • Summit Global Investments's Essex Property Trust position peaked at $19.4M in Q4 2019.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.