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TOBAM’s Essex Property Trust ESS Stock Holding History

TOBAM’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 		$54K Buy
184
+36
+24% +$9.68K 0.01% 228
2026
Q1 		$36K Sell
148
-2,285
-94% -$576K 0.01% 226
2025
Q4 		$637K Buy
2,433
+2,118
+672% +$548K 0.16% 134
2025
Q3 		$84K Buy
315
+184
+140% +$49.7K 0.03% 135
2025
Q2 		$37K Buy
131
+82
+167% +$23K 0.01% 189
2025
Q1 		$15K Sell
49
-50
-51% -$14.6K 0.01% 217
2024
Q4 		$28K Sell
99
-28
-22% -$8.27K 0.01% 312
2024
Q3 		$38K Buy
127
+31
+32% +$8.99K 0.01% 307
2024
Q2 		$26K Sell
96
-145
-60% -$37.2K ﹤0.01% 315
2024
Q1 		$59K Hold
241
– – 0.01% 344
2023
Q4 		$60K Buy
+241
New +$53.2K 0.01% 324
2023
Q3 		– Sell
-378
Closed -$89K – 381
2023
Q2 		$89K Hold
378
– – 0.01% 315
2023
Q1 		$79K Sell
378
-157
-29% -$34.6K 0.01% 311
2022
Q4 		$113K Buy
535
+165
+45% +$36.1K 0.01% 275
2022
Q3 		$90K Hold
370
– – 0.01% 296
2022
Q2 		$97K Hold
370
– – 0.01% 317
2022
Q1 		$128K Buy
370
+147
+66% +$49.1K 0.01% 285
2021
Q4 		$79K Hold
223
– – ﹤0.01% 293
2021
Q3 		$71K Hold
223
– – ﹤0.01% 315
2021
Q2 		$67K Hold
223
– – ﹤0.01% 310
2021
Q1 		$61K Hold
223
– – ﹤0.01% 304
2020
Q4 		$53K Hold
223
– – ﹤0.01% 313
2020
Q3 		$45K Buy
+223
New +$48.6K ﹤0.01% 303

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

TOBAM's ESS Position: Q2 2026 in Review

TOBAM increased its Essex Property Trust (ESS) stake by 24% in Q2 2026, buying an estimated $9.68K and bringing the position to 184 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #228.

TOBAM first reported a position in ESS in Q3 2020 and has held it in 23 quarters since. The position peaked at $637K in Q4 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • TOBAM held 184 shares of Essex Property Trust worth $54K as of Q2 2026.
  • TOBAM bought 36 Essex Property Trust shares in Q2 2026, an estimated $9.68K.
  • Essex Property Trust made up 0.01% of TOBAM's portfolio in Q2 2026, its #228 holding.
  • TOBAM first reported a position in Essex Property Trust in Q3 2020 and has held it in 23 quarters since.
  • TOBAM's Essex Property Trust position peaked at $637K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.