Truist Financial
ESS icon

Truist Financial’s Essex Property Trust ESS Stock Holding History

Truist Financial’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 		$2.44M Buy
8,377
+395
+5% +$106K ﹤0.01% 1273
2026
Q1 		$1.93M Sell
7,982
-1,109
-12% -$280K ﹤0.01% 1348
2025
Q4 		$2.38M Sell
9,091
-336
-4% -$87K ﹤0.01% 1200
2025
Q3 		$2.52M Sell
9,427
-1,859
-16% -$502K ﹤0.01% 1217
2025
Q2 		$3.2M Buy
11,286
+273
+2% +$76.7K ﹤0.01% 1067
2025
Q1 		$3.38M Buy
11,013
+160
+1% +$46.7K 0.01% 987
2024
Q4 		$3.1M Sell
10,853
-80
-0.7% -$23.6K ﹤0.01% 1042
2024
Q3 		$3.23M Sell
10,933
-9,774
-47% -$2.84M 0.01% 1022
2024
Q2 		$5.64M Buy
20,707
+55
+0.3% +$14.1K 0.01% 813
2024
Q1 		$5.06M Buy
20,652
+5,089
+33% +$1.21M 0.01% 876
2023
Q4 		$3.86M Sell
15,563
-197
-1% -$43.5K 0.01% 965
2023
Q3 		$3.34M Sell
15,760
-588
-4% -$138K 0.01% 1004
2023
Q2 		$3.83M Sell
16,348
-784
-5% -$171K 0.01% 949
2023
Q1 		$3.58M Sell
17,132
-464
-3% -$102K 0.01% 971
2022
Q4 		$3.73M Sell
17,596
-3,807
-18% -$832K 0.01% 927
2022
Q3 		$5.18M Buy
21,403
+3,190
+18% +$863K 0.01% 773
2022
Q2 		$4.76M Sell
18,213
-517
-3% -$156K 0.01% 816
2022
Q1 		$6.47M Buy
18,730
+609
+3% +$203K 0.01% 790
2021
Q4 		$6.38M Buy
18,121
+565
+3% +$192K 0.01% 802
2021
Q3 		$5.61M Sell
17,556
-585
-3% -$189K 0.01% 836
2021
Q2 		$5.44M Buy
18,141
+919
+5% +$271K 0.01% 846
2021
Q1 		$4.68M Sell
17,222
-31,044
-64% -$8.05M 0.01% 859
2020
Q4 		$11.5M Buy
48,266
+33,242
+221% +$7.67M 0.02% 558
2020
Q3 		$3.02M Buy
15,024
+154
+1% +$33.5K 0.01% 917
2020
Q2 		$3.41M Buy
14,870
+2,005
+16% +$481K 0.01% 823
2020
Q1 		$2.83M Sell
12,865
-8
-0.1% -$2.3K 0.01% 841
2019
Q4 		$3.87M Buy
12,873
+11,961
+1,312% +$3.78M 0.01% 844
2019
Q3 		$298K Sell
912
-152
-14% -$47.5K 0.01% 678
2019
Q2 		$311K Buy
+1,064
New +$307K 0.01% 675
2017
Q4 		– Sell
-175
Closed -$44K – 799
2017
Q3 		$44K Hold
175
– – ﹤0.01% 797
2017
Q2 		$45K Hold
175
– – ﹤0.01% 783
2017
Q1 		$41K Hold
175
– – ﹤0.01% 815
2016
Q4 		$41K Hold
175
– – ﹤0.01% 826
2016
Q3 		$39K Hold
175
– – ﹤0.01% 824
2016
Q2 		$40K Hold
175
– – ﹤0.01% 842
2016
Q1 		$41K Hold
175
– – ﹤0.01% 779
2015
Q4 		$42K Hold
175
– – ﹤0.01% 765
2015
Q3 		$39K Buy
+175
New +$38.6K ﹤0.01% 807
2015
Q2 		– Sell
-1,278
Closed -$294K – 832
2015
Q1 		$294K Buy
1,278
+78
+7% +$17.7K 0.01% 669
2014
Q4 		$248K Sell
1,200
-159
-12% -$31.5K 0.01% 685
2014
Q3 		$243K Buy
+1,359
New +$256K 0.01% 679

Other funds holding ESS

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial's ESS Position: Q2 2026 in Review

Truist Financial increased its Essex Property Trust (ESS) stake by 4.9% in Q2 2026, buying an estimated $106K and bringing the position to 8,377 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Truist Financial first reported a position in ESS in Q3 2014 and has held it in 41 quarters since. The position peaked at $11.5M in Q4 2020. 207 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Truist Financial held 8,377 shares of Essex Property Trust worth $2.44M as of Q2 2026.
  • Truist Financial bought 395 Essex Property Trust shares in Q2 2026, an estimated $106K.
  • Essex Property Trust made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1273 holding.
  • Truist Financial first reported a position in Essex Property Trust in Q3 2014 and has held it in 41 quarters since.
  • Truist Financial's Essex Property Trust position peaked at $11.5M in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.