Van Hulzen Asset Management’s Essex Property Trust ESS Stock Holding History

Van Hulzen Asset 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	$385K	Hold	1,593	–	–	0.03%	262
2025 Q4	$417K	Hold	1,593	–	–	0.03%	241
2025 Q3	$426K	Hold	1,593	–	–	0.03%	238
2025 Q2	$451K	Buy	1,593 +1	+0.1%	+$281	0.04%	227
2025 Q1	$488K	Buy	1,592 +2	+0.1%	+$584	0.04%	207
2024 Q4	$454K	Hold	1,590	–	–	0.03%	226
2024 Q3	$470K	Hold	1,590	–	–	0.03%	216
2024 Q2	$433K	Hold	1,590	–	–	0.03%	213
2024 Q1	$389K	Hold	1,590	–	–	0.03%	240
2023 Q4	$394K	Hold	1,590	–	–	0.03%	242
2023 Q3	$337K	Hold	1,590	–	–	0.03%	238
2023 Q2	$372K	Hold	1,590	–	–	0.03%	215
2023 Q1	$332K	Hold	1,590	–	–	0.03%	219
2022 Q4	$337K	Hold	1,590	–	–	0.04%	215
2022 Q3	$385K	Hold	1,590	–	–	0.05%	190
2022 Q2	$416K	Hold	1,590	–	–	0.05%	184
2022 Q1	$549K	Hold	1,590	–	–	0.06%	158
2021 Q4	$560K	Hold	1,590	–	–	0.06%	169
2021 Q3	$508K	Buy	1,590 +1	+0.1%	+$324	0.08%	149
2021 Q2	$477K	Hold	1,589	–	–	0.07%	155
2021 Q1	$432K	Buy	1,589 +34	+2%	+$8.82K	0.07%	160
2020 Q4	$369K	Hold	1,555	–	–	0.06%	182
2020 Q3	$312K	Hold	1,555	–	–	0.05%	187
2020 Q2	$356K	Hold	1,555	–	–	0.05%	171
2020 Q1	$342K	Hold	1,555	–	–	0.07%	162
2019 Q4	$468K	Sell	1,555 -15	-1%	-$4.74K	0.09%	155
2019 Q3	$513K	Hold	1,570	–	–	0.11%	127
2019 Q2	$458K	Hold	1,570	–	–	0.1%	148
2019 Q1	$454K	Hold	1,570	–	–	0.12%	123
2018 Q4	$385K	Buy	1,570 +15	+1%	+$3.78K	0.11%	133
2018 Q3	$384K	Hold	1,555	–	–	0.1%	140
2018 Q2	$372K	Hold	1,555	–	–	0.11%	124
2018 Q1	$374K	Hold	1,555	–	–	0.11%	123
2017 Q4	$375K	Hold	1,555	–	–	0.11%	137
2017 Q3	$395K	Hold	1,555	–	–	0.13%	115
2017 Q2	$400K	Hold	1,555	–	–	0.16%	91
2017 Q1	$360K	Hold	1,555	–	–	0.16%	94
2016 Q4	$362K	Sell	1,555 -70	-4%	-$15.1K	0.17%	94
2016 Q3	$362K	Hold	1,625	–	–	0.2%	82
2016 Q2	$371K	Hold	1,625	–	–	0.21%	81
2016 Q1	$380K	Hold	1,625	–	–	0.22%	82
2015 Q4	$389K	Sell	1,625 -134	-8%	-$30.8K	0.24%	75
2015 Q3	$393K	Hold	1,759	–	–	0.25%	78
2015 Q2	$374K	Hold	1,759	–	–	0.2%	95
2015 Q1	$404K	Hold	1,759	–	–	0.25%	86
2014 Q4	$363K	Buy	+1,759	New	+$348K	0.25%	78

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

Van Hulzen Asset Management's ESS Position: Q1 2026 in Review

Van Hulzen Asset Management held its Essex Property Trust (ESS) position steady in Q1 2026 at 1,593 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #262.

Van Hulzen Asset Management first reported a position in ESS in Q4 2014 and has held it in 46 quarters since. The position peaked at $560K in Q4 2021. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Van Hulzen Asset Management held 1,593 shares of Essex Property Trust worth $385K as of Q1 2026.
Van Hulzen Asset Management left its Essex Property Trust share count unchanged in Q1 2026.
Essex Property Trust made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #262 holding.
Van Hulzen Asset Management first reported a position in Essex Property Trust in Q4 2014 and has held it in 46 quarters since.
Van Hulzen Asset Management's Essex Property Trust position peaked at $560K in Q4 2021.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.