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Vert Asset Management’s Essex Property Trust ESS Stock Holding History

Vert 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
Q2 		$9.54M Buy
32,701
+2,239
+7% +$602K 2.61% 12
2026
Q1 		$7.37M Sell
30,462
-188
-0.6% -$47.4K 2.34% 13
2025
Q4 		$8.02M Buy
30,650
+1,238
+4% +$320K 2.67% 12
2025
Q3 		$7.87M Buy
29,412
+1,006
+4% +$272K 2.65% 12
2025
Q2 		$8.05M Sell
28,406
-1,534
-5% -$431K 2.93% 12
2025
Q1 		$9.18M Buy
29,940
+1,573
+6% +$460K 3.15% 12
2024
Q4 		$8.1M Buy
28,367
+2,366
+9% +$699K 2.77% 12
2024
Q3 		$7.68M Buy
26,001
+471
+2% +$137K 2.65% 12
2024
Q2 		$6.95M Sell
25,530
-1,139
-4% -$292K 2.77% 13
2024
Q1 		$6.53M Buy
26,669
+1,385
+5% +$330K 2.75% 13
2023
Q4 		$6.27M Sell
25,284
-846
-3% -$187K 2.7% 14
2023
Q3 		$5.54M Buy
26,130
+1,469
+6% +$344K 2.81% 14
2023
Q2 		$5.78M Buy
24,661
+5,723
+30% +$1.25M 2.96% 14
2023
Q1 		$3.96M Buy
18,938
+4,116
+28% +$908K 2.33% 17
2022
Q4 		$3.14M Buy
+14,822
New +$3.24M 2.8% 14
2022
Q1 		– Sell
-10,747
Closed -$3.79M – 45
2021
Q4 		$3.79M Buy
+10,747
New +$3.66M 3.12% 13

Other funds holding ESS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vert Asset Management's ESS Position: Q2 2026 in Review

Vert Asset Management increased its Essex Property Trust (ESS) stake by 7.4% in Q2 2026, buying an estimated $602K and bringing the position to 32,701 shares worth $9.54M. The position accounts for 2.61% of the portfolio, ranked #12.

Vert Asset Management first reported a position in ESS in Q4 2021 and has held it in 16 quarters since. 64 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Vert Asset Management held 32,701 shares of Essex Property Trust worth $9.54M as of Q2 2026.
  • Vert Asset Management bought 2,239 Essex Property Trust shares in Q2 2026, an estimated $602K.
  • Essex Property Trust made up 2.61% of Vert Asset Management's portfolio in Q2 2026, its #12 holding.
  • Vert Asset Management first reported a position in Essex Property Trust in Q4 2021 and has held it in 16 quarters since.
  • 64 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.