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Tortoise Investment Management’s Essex Property Trust ESS Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-2
Closed -$535 – 621
2025
Q3 		$535 Sell
2
-1
-33% -$270 ﹤0.01% 1159
2025
Q2 		$850 Buy
+3
New +$843 ﹤0.01% 1012
2019
Q3 		– Sell
-70
Closed -$20K – 608
2019
Q2 		$20K Hold
70
– – 0.01% 338
2019
Q1 		$20K Hold
70
– – 0.01% 324
2018
Q4 		$17K Hold
70
– – ﹤0.01% 323
2018
Q3 		$17K Hold
70
– – ﹤0.01% 341
2018
Q2 		$17K Hold
70
– – ﹤0.01% 353
2018
Q1 		$17K Hold
70
– – ﹤0.01% 340
2017
Q4 		$17K Buy
+70
New +$17.7K ﹤0.01% 334

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Tortoise Investment Management's ESS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 2 shares — an estimated $535 sold.

Tortoise Investment Management first reported a position in ESS in Q4 2017 and held it in 9 quarters. The position peaked at $20K in Q2 2019. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Essex Property Trust shares in Q4 2025, an estimated $535.
  • Tortoise Investment Management first reported a position in Essex Property Trust in Q4 2017 and held it in 9 quarters.
  • Tortoise Investment Management's Essex Property Trust position peaked at $20K in Q2 2019.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.