SW
ESS icon

SVB Wealth’s Essex Property Trust ESS Stock Holding History

SVB Wealth’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
-1,102
Closed -$315K – 1573
2024
Q4 		$315K Buy
+1,102
New +$326K 0.01% 541
2024
Q2 		– Sell
-937
Closed -$229K – 770
2024
Q1 		$229K Buy
937
+66
+8% +$15.7K 0.01% 716
2023
Q4 		$216K Buy
+871
New +$192K 0.01% 743
2021
Q4 		– Sell
-1,713
Closed -$548K – 861
2021
Q3 		$548K Buy
1,713
+232
+16% +$75.1K 0.01% 569
2021
Q2 		$445K Buy
1,481
+65
+5% +$19.2K 0.01% 621
2021
Q1 		$385K Buy
1,416
+220
+18% +$57K 0.01% 595
2020
Q4 		$284K Buy
+1,196
New +$276K ﹤0.01% 639
2017
Q4 		– Sell
-89,324
Closed -$22.7M – 481
2017
Q3 		$22.7M Sell
89,324
-1,976
-2% -$516K 0.87% 36
2017
Q2 		$23.5M Sell
91,300
-7,748
-8% -$1.95M 0.92% 28
2017
Q1 		$22.9M Sell
99,048
-1,035
-1% -$237K 0.91% 31
2016
Q4 		$23.3M Sell
100,083
-236
-0.2% -$51K 0.96% 26
2016
Q3 		$22.3M Buy
100,319
+256
+0.3% +$58.2K 0.91% 29
2016
Q2 		$22.8M Buy
+100,063
New +$22.3M 0.93% 26

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

SVB Wealth's ESS Position: Q1 2025 in Review

SVB Wealth sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 1,102 shares — an estimated $315K sold.

SVB Wealth first reported a position in ESS in Q2 2016 and held it in 13 quarters. The position peaked at $23.5M in Q2 2017. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • SVB Wealth reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 1,102 Essex Property Trust shares in Q1 2025, an estimated $315K.
  • SVB Wealth first reported a position in Essex Property Trust in Q2 2016 and held it in 13 quarters.
  • SVB Wealth's Essex Property Trust position peaked at $23.5M in Q2 2017.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.