Twin Lakes Capital Management’s Essex Property Trust ESS Stock Holding History

Twin Lakes Capital 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
2026 Q1	$5.58K	Hold	23	–	–	﹤0.01%	195
2025 Q4	$5.97K	Hold	23	–	–	﹤0.01%	201
2025 Q3	$6.05K	Buy	23 +1	+5%	+$270	﹤0.01%	201
2025 Q2	$6.35K	Hold	22	–	–	﹤0.01%	198
2025 Q1	$6.8K	Hold	22	–	–	﹤0.01%	195
2024 Q4	$6.28K	Hold	22	–	–	﹤0.01%	210
2024 Q3	$6.44K	Hold	22	–	–	﹤0.01%	212
2024 Q2	$5.88K	Buy	22 +1	+5%	+$257	﹤0.01%	218
2024 Q1	$5.24K	Hold	21	–	–	﹤0.01%	222
2023 Q4	$5.26K	Hold	21	–	–	﹤0.01%	221
2023 Q3	$4.45K	Hold	21	–	–	﹤0.01%	229
2023 Q2	$4.87K	Hold	21	–	–	﹤0.01%	222
2023 Q1	$4.3K	Buy	21 +1	+5%	+$221	﹤0.01%	223
2022 Q4	$4.31K	Hold	20	–	–	﹤0.01%	223
2022 Q3	$5K	Buy	+20	New	+$5.41K	﹤0.01%	228
2022 Q2	–	Sell	-20	Closed	-$7K	–	188
2022 Q1	$7K	Hold	20	–	–	﹤0.01%	230
2021 Q4	$7K	Hold	20	–	–	﹤0.01%	229
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	226
2021 Q2	$6K	Buy	20 +1	+5%	+$295	﹤0.01%	208
2021 Q1	$5K	Buy	+19	New	+$4.93K	﹤0.01%	203

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Lakes Capital Management's ESS Position: Q1 2026 in Review

Twin Lakes Capital Management held its Essex Property Trust (ESS) position steady in Q1 2026 at 23 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Twin Lakes Capital Management first reported a position in ESS in Q1 2021 and has held it in 20 quarters since. The position peaked at $7K in Q1 2022. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Twin Lakes Capital Management held 23 shares of Essex Property Trust worth $5.58K as of Q1 2026.
Twin Lakes Capital Management left its Essex Property Trust share count unchanged in Q1 2026.
Essex Property Trust made up ﹤0.01% of Twin Lakes Capital Management's portfolio in Q1 2026, its #195 holding.
Twin Lakes Capital Management first reported a position in Essex Property Trust in Q1 2021 and has held it in 20 quarters since.
Twin Lakes Capital Management's Essex Property Trust position peaked at $7K in Q1 2022.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.