V-Square Quantitative Management’s Essex Property Trust ESS Stock Holding History

V-Square Quantitative 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	$270K	Sell	1,116 -38	-3%	-$9.59K	0.03%	463
2025 Q4	$302K	Buy	+1,154	New	+$299K	0.03%	433
2025 Q3	–	Sell	-912	Closed	-$258K	–	303
2025 Q2	$258K	Buy	912 +48	+6%	+$13.5K	0.03%	461
2025 Q1	$265K	Sell	864 -33	-4%	-$9.64K	0.04%	426
2024 Q4	$256K	Sell	897 -1	-0.1%	-$295	0.04%	451
2024 Q3	$265K	Buy	898 +117	+15%	+$33.9K	0.04%	452
2024 Q2	$213K	Sell	781 -173	-18%	-$44.4K	0.03%	461
2024 Q1	$234K	Hold	954	–	–	0.03%	439
2023 Q4	$237K	Hold	954	–	–	0.04%	371
2023 Q3	$202K	Buy	954 +808	+553%	+$189K	0.09%	329
2023 Q2	$34.2K	Buy	+146	New	+$31.9K	0.03%	323

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

V-Square Quantitative Management's ESS Position: Q1 2026 in Review

V-Square Quantitative Management reduced its Essex Property Trust (ESS) stake by 3.3% in Q1 2026, selling an estimated $9.59K and leaving 1,116 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #463.

V-Square Quantitative Management first reported a position in ESS in Q2 2023 and has held it in 11 quarters since. The position peaked at $302K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

V-Square Quantitative Management held 1,116 shares of Essex Property Trust worth $270K as of Q1 2026.
V-Square Quantitative Management sold 38 Essex Property Trust shares in Q1 2026, an estimated $9.59K.
Essex Property Trust made up 0.03% of V-Square Quantitative Management's portfolio in Q1 2026, its #463 holding.
V-Square Quantitative Management first reported a position in Essex Property Trust in Q2 2023 and has held it in 11 quarters since.
V-Square Quantitative Management's Essex Property Trust position peaked at $302K in Q4 2025.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.