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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
Q2 		$42.3K Buy
145
+18
+14% +$4.84K ﹤0.01% 1396
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
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

UMB Bank's ESS Position: Q2 2026 in Review

UMB Bank increased its Essex Property Trust (ESS) stake by 14% in Q2 2026, buying an estimated $4.84K and bringing the position to 145 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

UMB Bank first reported a position in ESS in Q4 2021 and has held it in 19 quarters since. The position peaked at $76K in Q4 2021. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • UMB Bank held 145 shares of Essex Property Trust worth $42.3K as of Q2 2026.
  • UMB Bank bought 18 Essex Property Trust shares in Q2 2026, an estimated $4.84K.
  • Essex Property Trust made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1396 holding.
  • UMB Bank first reported a position in Essex Property Trust in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Essex Property Trust position peaked at $76K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.