UMB Bank’s Essex Property Trust ESS Stock Holding History

UMB Bank’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	$30.7K	Sell	127 -9	-7%	-$2.27K	﹤0.01%	1450
2025 Q4	$35.6K	Buy	136 +4	+3%	+$1.03K	﹤0.01%	1362
2025 Q3	$35.3K	Sell	132 -15	-10%	-$4.05K	﹤0.01%	1265
2025 Q2	$41.7K	Sell	147 -11	-7%	-$3.09K	﹤0.01%	1177
2025 Q1	$48.4K	Buy	158 +4	+3%	+$1.17K	﹤0.01%	1063
2024 Q4	$44K	Buy	154 +42	+38%	+$12.4K	﹤0.01%	965
2024 Q3	$33.1K	Hold	112	–	–	﹤0.01%	1018
2024 Q2	$30.5K	Buy	112 +96	+600%	+$24.6K	﹤0.01%	941
2024 Q1	$3.92K	Hold	16	–	–	﹤0.01%	1415
2023 Q4	$3.97K	Sell	16 -13	-45%	-$2.87K	﹤0.01%	1435
2023 Q3	$6.15K	Hold	29	–	–	﹤0.01%	1383
2023 Q2	$6.79K	Sell	29 -5	-15%	-$1.09K	﹤0.01%	1370
2023 Q1	$7.11K	Buy	34 +9	+36%	+$1.99K	﹤0.01%	1363
2022 Q4	$5K	Sell	25 -95	-79%	-$20.8K	﹤0.01%	1427
2022 Q3	$29K	Sell	120 -28	-19%	-$7.58K	﹤0.01%	1001
2022 Q2	$38K	Hold	148	–	–	﹤0.01%	982
2022 Q1	$51K	Sell	148 -70	-32%	-$23.4K	﹤0.01%	964
2021 Q4	$76K	Buy	+218	New	+$74.2K	﹤0.01%	862

Other funds holding ESS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return