SummitTX Capital’s Essex Property Trust ESS Stock Holding History

SummitTX Capital’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 Q2	–	Sell	-19,201	Closed	-$5.89M	–	822
2025 Q1	$5.89M	Buy	+19,201	New	+$5.61M	0.25%	92

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SummitTX Capital's ESS Position: Q2 2025 in Review

SummitTX Capital sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 19,201 shares — an estimated $5.89M sold.

SummitTX Capital first reported a position in ESS in Q1 2025 and held it in 1 quarter. The position peaked at $5.89M in Q1 2025. 616 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

SummitTX Capital reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 19,201 Essex Property Trust shares in Q2 2025, an estimated $5.89M.
SummitTX Capital first reported a position in Essex Property Trust in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Essex Property Trust position peaked at $5.89M in Q1 2025.
616 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.