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Syon Capital’s Essex Property Trust ESS Stock Holding History

Syon 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
2026
Q1 		$709K Sell
2,931
-851
-23% -$215K 0.04% 426
2025
Q4 		$990K Buy
3,782
+1,296
+52% +$335K 0.05% 310
2025
Q3 		$665K Buy
2,486
+742
+43% +$201K 0.04% 387
2025
Q2 		$494K Buy
1,744
+1,002
+135% +$281K 0.03% 380
2025
Q1 		$227K Buy
+742
New +$217K 0.02% 510

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

Syon Capital's ESS Position: Q1 2026 in Review

Syon Capital reduced its Essex Property Trust (ESS) stake by 23% in Q1 2026, selling an estimated $215K and leaving 2,931 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #426.

Syon Capital first reported a position in ESS in Q1 2025 and has held it in 5 quarters since. The position peaked at $990K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Syon Capital held 2,931 shares of Essex Property Trust worth $709K as of Q1 2026.
  • Syon Capital sold 851 Essex Property Trust shares in Q1 2026, an estimated $215K.
  • Essex Property Trust made up 0.04% of Syon Capital's portfolio in Q1 2026, its #426 holding.
  • Syon Capital first reported a position in Essex Property Trust in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's Essex Property Trust position peaked at $990K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.