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Vanderbilt University’s Essex Property Trust ESS Stock Holding History

Vanderbilt University’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 		$1.11M Buy
4,594
+216
+5% +$54.5K 0.21% 46
2025
Q4 		$1.15M Sell
4,378
-74
-2% -$19.2K 0.2% 46
2025
Q3 		$1.19M Sell
4,452
-2,807
-39% -$759K 0.2% 49
2025
Q2 		$2.06M Sell
7,259
-67
-0.9% -$18.8K 0.39% 39
2025
Q1 		$2.25M Buy
7,326
+2,779
+61% +$812K 0.43% 38
2024
Q4 		$1.3M Buy
4,547
+1,113
+32% +$329K 0.25% 49
2024
Q3 		$1.01M Sell
3,434
-156
-4% -$45.3K 0.19% 53
2024
Q2 		$977K Sell
3,590
-498
-12% -$128K 0.2% 50
2024
Q1 		$1M Buy
4,088
+2,695
+193% +$642K 0.21% 43
2023
Q4 		$345K Sell
1,393
-602
-30% -$133K 0.09% 43
2023
Q3 		$423K Buy
1,995
+757
+61% +$177K 0.11% 38
2023
Q2 		$290K Sell
1,238
-310
-20% -$67.8K 0.07% 37
2023
Q1 		$324K Buy
+1,548
New +$341K 0.08% 34
2021
Q4 		– Sell
-1,116
Closed -$357K – 40
2021
Q3 		$357K Buy
+1,116
New +$361K 0.08% 21

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanderbilt University's ESS Position: Q1 2026 in Review

Vanderbilt University increased its Essex Property Trust (ESS) stake by 4.9% in Q1 2026, buying an estimated $54.5K and bringing the position to 4,594 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #46.

Vanderbilt University first reported a position in ESS in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.25M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Vanderbilt University held 4,594 shares of Essex Property Trust worth $1.11M as of Q1 2026.
  • Vanderbilt University bought 216 Essex Property Trust shares in Q1 2026, an estimated $54.5K.
  • Essex Property Trust made up 0.21% of Vanderbilt University's portfolio in Q1 2026, its #46 holding.
  • Vanderbilt University first reported a position in Essex Property Trust in Q3 2021 and has held it in 14 quarters since.
  • Vanderbilt University's Essex Property Trust position peaked at $2.25M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Vanderbilt University's 13F filing for Q1 2026, filed 20 Apr 2026.