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ESS icon

Vest Financial’s Essex Property Trust ESS Stock Holding History

Vest Financial’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 		$55.9M Sell
191,810
-9,498
-5% -$2.55M 0.59% 57
2026
Q1 		$48.7M Buy
201,308
+14,614
+8% +$3.69M 0.59% 77
2025
Q4 		$48.9M Sell
186,694
-4,087
-2% -$1.06M 0.62% 76
2025
Q3 		$51.1M Sell
190,781
-1,986
-1% -$537K 0.67% 73
2025
Q2 		$54.6M Sell
192,767
-4,484
-2% -$1.26M 0.77% 55
2025
Q1 		$60.5M Buy
197,251
+9,153
+5% +$2.67M 0.94% 25
2024
Q4 		$53.7M Buy
188,098
+18,610
+11% +$5.5M 0.95% 42
2024
Q3 		$50.1M Sell
169,488
-13,977
-8% -$4.05M 0.97% 55
2024
Q2 		$49.9M Buy
183,465
+28,537
+18% +$7.32M 1.2% 7
2024
Q1 		$37.9M Buy
154,928
+29,607
+24% +$7.05M 1.01% 56
2023
Q4 		$31.1M Buy
125,321
+31,731
+34% +$7M 1.16% 27
2023
Q3 		$19.8M Buy
93,590
+36,874
+65% +$8.64M 1.09% 50
2023
Q2 		$13.2M Buy
56,716
+10,387
+22% +$2.27M 1.23% 18
2023
Q1 		$9.69M Buy
46,329
+6,180
+15% +$1.36M 1.32% 49
2022
Q4 		$8.51M Buy
40,149
+6,989
+21% +$1.53M 1.33% 60
2022
Q3 		$8.03M Buy
33,160
+6,312
+24% +$1.71M 1.52% 39
2022
Q2 		$7.14M Buy
26,848
+1,826
+7% +$553K 1.3% 61
2022
Q1 		$8.64M Buy
25,022
+4,744
+23% +$1.58M 1.57% 31
2021
Q4 		$7.14M Buy
20,278
+4,502
+29% +$1.53M 1.55% 33
2021
Q3 		$5.04M Buy
15,776
+2,326
+17% +$752K 1.53% 34
2021
Q2 		$4.04M Buy
13,450
+3,223
+32% +$951K 1.53% 34
2021
Q1 		$2.78M Sell
10,227
-320
-3% -$83K 1.59% 21
2020
Q4 		$2.5M Buy
+10,547
New +$2.43M 1.68% 8

Other funds holding ESS

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Vest Financial's ESS Position: Q2 2026 in Review

Vest Financial reduced its Essex Property Trust (ESS) stake by 4.7% in Q2 2026, selling an estimated $2.55M and leaving 191,810 shares worth $55.9M. The position accounts for 0.59% of the portfolio, ranked #57.

Vest Financial first reported a position in ESS in Q4 2020 and has held it in 23 quarters since. The position peaked at $60.5M in Q1 2025. 203 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Vest Financial held 191,810 shares of Essex Property Trust worth $55.9M as of Q2 2026.
  • Vest Financial sold 9,498 Essex Property Trust shares in Q2 2026, an estimated $2.55M.
  • Essex Property Trust made up 0.59% of Vest Financial's portfolio in Q2 2026, its #57 holding.
  • Vest Financial first reported a position in Essex Property Trust in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Essex Property Trust position peaked at $60.5M in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.