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Summit Trail Advisors’s Essex Property Trust ESS Stock Holding History

Summit Trail Advisors’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 		$2.22M Buy
9,185
+2,344
+34% +$591K 0.03% 456
2025
Q4 		$1.79M Buy
6,841
+1,184
+21% +$306K 0.03% 479
2025
Q3 		$1.53M Buy
5,657
+348
+7% +$94.1K 0.02% 592
2025
Q2 		$1.52M Buy
+5,309
New +$1.49M 0.03% 337
2018
Q1 		– Sell
-188
Closed -$44K – 815
2017
Q4 		$44K Buy
+188
New +$47.4K 0.01% 847

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

Summit Trail Advisors's ESS Position: Q1 2026 in Review

Summit Trail Advisors increased its Essex Property Trust (ESS) stake by 34% in Q1 2026, buying an estimated $591K and bringing the position to 9,185 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #456.

Summit Trail Advisors first reported a position in ESS in Q4 2017 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Summit Trail Advisors held 9,185 shares of Essex Property Trust worth $2.22M as of Q1 2026.
  • Summit Trail Advisors bought 2,344 Essex Property Trust shares in Q1 2026, an estimated $591K.
  • Essex Property Trust made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #456 holding.
  • Summit Trail Advisors first reported a position in Essex Property Trust in Q4 2017 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.