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Summit Securities Group’s Essex Property Trust ESS Stock Holding History

Summit Securities 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
Q2 		$4.37K Buy
15
+5
+50% +$1.34K ﹤0.01% 1004
2026
Q1 		$2.42K Sell
10
-456
-98% -$115K ﹤0.01% 921
2025
Q4 		$122K Buy
466
+353
+312% +$91.4K 0.02% 433
2025
Q3 		$30.2K Buy
113
+70
+163% +$18.9K 0.01% 684
2025
Q2 		$12.2K Buy
+43
New +$12.1K ﹤0.01% 843
2024
Q1 		– Sell
-100
Closed -$25K – 591
2023
Q4 		$25K Buy
+100
New +$22.1K ﹤0.01% 451
2023
Q3 		– Sell
-83
Closed -$19K – 707
2023
Q2 		$19K Sell
83
-42
-34% -$9.18K ﹤0.01% 645
2023
Q1 		$26K Buy
125
+59
+89% +$13K ﹤0.01% 572
2022
Q4 		$14K Buy
+66
New +$14.4K ﹤0.01% 972
2022
Q3 		– Sell
-139
Closed -$36K – 995
2022
Q2 		$36K Buy
139
+113
+435% +$34.2K ﹤0.01% 633
2022
Q1 		$9K Buy
+26
New +$8.69K ﹤0.01% 855
2019
Q4 		– Sell
-3,500
Closed -$1.14M – 456
2019
Q3 		$1.14M Buy
+3,500
New +$1.09M 0.1% 124
2015
Q1 		– Sell
-200
Closed -$41K – 455
2014
Q4 		$41K Sell
200
-12
-6% -$2.38K 0.01% 342
2014
Q3 		$38K Buy
+212
New +$40K 0.01% 427

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Securities Group's ESS Position: Q2 2026 in Review

Summit Securities Group increased its Essex Property Trust (ESS) stake by 50% in Q2 2026, buying an estimated $1.34K and bringing the position to 15 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Summit Securities Group first reported a position in ESS in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2019. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Summit Securities Group held 15 shares of Essex Property Trust worth $4.37K as of Q2 2026.
  • Summit Securities Group bought 5 Essex Property Trust shares in Q2 2026, an estimated $1.34K.
  • Essex Property Trust made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1004 holding.
  • Summit Securities Group first reported a position in Essex Property Trust in Q3 2014 and has held it in 14 quarters since.
  • Summit Securities Group's Essex Property Trust position peaked at $1.14M in Q3 2019.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.