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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
Q2 		$3.27M Buy
11,224
+2,039
+22% +$548K 0.04% 322
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 $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 Trail Advisors's ESS Position: Q2 2026 in Review

Summit Trail Advisors increased its Essex Property Trust (ESS) stake by 22% in Q2 2026, buying an estimated $548K and bringing the position to 11,224 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #322.

Summit Trail Advisors first reported a position in ESS in Q4 2017 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Summit Trail Advisors held 11,224 shares of Essex Property Trust worth $3.27M as of Q2 2026.
  • Summit Trail Advisors bought 2,039 Essex Property Trust shares in Q2 2026, an estimated $548K.
  • Essex Property Trust made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #322 holding.
  • Summit Trail Advisors first reported a position in Essex Property Trust in Q4 2017 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.