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Vanguard Personalized Indexing Management’s Essex Property Trust ESS Stock Holding History

Vanguard Personalized Indexing 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 		$1.6M Buy
6,597
+702
+12% +$177K 0.02% 700
2025
Q4 		$1.54M Buy
5,895
+630
+12% +$163K 0.02% 702
2025
Q3 		$1.41M Sell
5,265
-312
-6% -$84.3K 0.01% 738
2025
Q2 		$1.58M Sell
5,577
-1,053
-16% -$296K 0.02% 659
2025
Q1 		$2.03M Buy
6,630
+640
+11% +$187K 0.03% 491
2024
Q4 		$1.71M Buy
5,990
+995
+20% +$294K 0.03% 532
2024
Q3 		$1.48M Buy
4,995
+401
+9% +$116K 0.02% 585
2024
Q2 		$1.23M Buy
4,594
+451
+11% +$116K 0.02% 586
2024
Q1 		$1.01M Buy
4,143
+802
+24% +$191K 0.02% 652
2023
Q4 		$828K Sell
3,341
-803
-19% -$177K 0.02% 748
2023
Q3 		$879K Sell
4,144
-260
-6% -$61K 0.03% 627
2023
Q2 		$1.03M Sell
4,404
-778
-15% -$170K 0.03% 555
2023
Q1 		$1.08M Buy
5,182
+2,212
+74% +$488K 0.04% 489
2022
Q4 		$629K Buy
2,970
+339
+13% +$74.1K 0.03% 713
2022
Q3 		$637K Buy
2,631
+169
+7% +$45.7K 0.03% 685
2022
Q2 		$644K Sell
2,462
-922
-27% -$279K 0.03% 688
2022
Q1 		$1.17M Buy
3,384
+1,144
+51% +$382K 0.06% 368
2021
Q4 		$789K Buy
2,240
+455
+25% +$155K 0.05% 509
2021
Q3 		$571K Buy
1,785
+93
+5% +$30.1K 0.05% 445
2021
Q2 		$508K Buy
1,692
+835
+97% +$246K 0.05% 470
2021
Q1 		$233K Buy
+857
New +$222K 0.04% 611

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

Vanguard Personalized Indexing Management's ESS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Essex Property Trust (ESS) stake by 12% in Q1 2026, buying an estimated $177K and bringing the position to 6,597 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #700.

Vanguard Personalized Indexing Management first reported a position in ESS in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.03M in Q1 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Vanguard Personalized Indexing Management held 6,597 shares of Essex Property Trust worth $1.6M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 702 Essex Property Trust shares in Q1 2026, an estimated $177K.
  • Essex Property Trust made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #700 holding.
  • Vanguard Personalized Indexing Management first reported a position in Essex Property Trust in Q1 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Essex Property Trust position peaked at $2.03M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.