Swiss Life Asset Management’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.71M Buy
9,294
+1,281
+16% +$344K 0.01% 552
2026
Q1
$1.94M Sell
8,013
-7,215
-47% -$1.82M 0.01% 553
2025
Q4
$3.98M Sell
15,228
-12,674
-45% -$3.28M 0.02% 453
2025
Q3
$7.47M Buy
27,902
+22,761
+443% +$6.15M 0.04% 321
2025
Q2
$1.46M Buy
5,141
+130
+3% +$36.5K 0.01% 598
2025
Q1
$1.54M Buy
5,011
+1,473
+42% +$430K 0.01% 544
2024
Q4
$1.01M Buy
+3,538
New +$1.05M 0.01% 586
2023
Q4
Sell
-9,166
Closed -$1.94M 641
2023
Q3
$1.94M Buy
+9,166
New +$2.15M 0.03% 477
2023
Q1
Sell
-21,431
Closed -$4.56M 616
2022
Q4
$4.56M Buy
21,431
+581
+3% +$127K 0.08% 284
2022
Q3
$5.05M Buy
20,850
+1,238
+6% +$335K 0.09% 254
2022
Q2
$5.15M Hold
19,612
0.08% 270
2022
Q1
$6.76M Sell
19,612
-121
-0.6% -$40.4K 0.09% 234
2021
Q4
$6.95M Hold
19,733
0.09% 257
2021
Q3
$6.3M Hold
19,733
0.09% 260
2021
Q2
$5.91M Sell
19,733
-1,798
-8% -$530K 0.06% 297
2021
Q1
$5.85M Sell
21,531
-10,758
-33% -$2.79M 0.08% 277
2020
Q4
$7.66M Sell
32,289
-2,022
-6% -$466K 0.11% 216
2020
Q3
$6.88M Buy
34,311
+6,415
+23% +$1.4M 0.1% 158
2020
Q2
$6.4M Buy
27,896
+3,718
+15% +$891K 0.1% 155
2020
Q1
$5.33M Buy
24,178
+162
+0.7% +$46.5K 0.1% 163
2019
Q4
$7.24M Sell
24,016
-1,475
-6% -$466K 0.14% 139
2019
Q3
$8.32M Buy
25,491
+1,711
+7% +$535K 0.11% 140
2019
Q2
$6.93M Buy
23,780
+2,966
+14% +$855K 0.08% 157
2019
Q1
$6.02M Buy
+20,814
New +$5.68M 0.08% 165
2018
Q4
Sell
-4,827
Closed -$1.19M 282
2018
Q3
$1.19M Buy
4,827
+878
+22% +$211K 0.02% 374
2018
Q2
$945K Sell
3,949
-11,760
-75% -$2.8M 0.01% 390
2018
Q1
$3.78M Sell
15,709
-696
-4% -$160K 0.07% 216
2017
Q4
$3.96M Buy
16,405
+4,464
+37% +$1.13M 0.09% 142
2017
Q3
$3.03M Sell
11,941
-775
-6% -$202K 0.08% 164
2017
Q2
$3.27M Buy
12,716
+721
+6% +$181K 0.08% 146
2017
Q1
$2.78M Buy
11,995
+405
+3% +$92.9K 0.07% 152
2016
Q4
$2.69M Buy
11,590
+3,000
+35% +$649K 0.09% 143
2016
Q3
$1.91M Buy
+8,590
New +$1.95M 0.07% 154
2015
Q2
Sell
-3,137
Closed -$721K 289
2015
Q1
$721K Buy
+3,137
New +$710K 0.03% 166

Other funds holding ESS

Swiss Life Asset Management's ESS Position: Q2 2026 in Review

Swiss Life Asset Management increased its Essex Property Trust (ESS) stake by 16% in Q2 2026, buying an estimated $344K and bringing the position to 9,294 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #552.

Swiss Life Asset Management first reported a position in ESS in Q1 2015 and has held it in 34 quarters since. The position peaked at $8.32M in Q3 2019. 420 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Swiss Life Asset Management held 9,294 shares of Essex Property Trust worth $2.71M as of Q2 2026.
  • Swiss Life Asset Management bought 1,281 Essex Property Trust shares in Q2 2026, an estimated $344K.
  • Essex Property Trust made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #552 holding.
  • Swiss Life Asset Management first reported a position in Essex Property Trust in Q1 2015 and has held it in 34 quarters since.
  • Swiss Life Asset Management's Essex Property Trust position peaked at $8.32M in Q3 2019.
  • 420 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.