Vestmark Advisory Solutions’s Essex Property Trust ESS Stock Holding History

Vestmark Advisory Solutions’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	$231K	Sell	791 -117	-13%	-$31.4K	﹤0.01%	1379
2026 Q1	$220K	Sell	908 -111	-11%	-$28K	﹤0.01%	1262
2025 Q4	$267K	Sell	1,019 -929	-48%	-$240K	﹤0.01%	1130
2025 Q3	$521K	Sell	1,948 -606	-24%	-$164K	0.01%	688
2025 Q2	$724K	Buy	2,554 +1,000	+64%	+$281K	0.01%	557
2025 Q1	$476K	Buy	1,554 +622	+67%	+$182K	0.01%	521
2024 Q4	$266K	Sell	932 -20	-2%	-$5.91K	0.01%	516
2024 Q3	$281K	Hold	952	–	–	0.01%	466
2024 Q2	$259K	Sell	952 -28	-3%	-$7.19K	0.01%	484
2024 Q1	$240K	Sell	980 -34	-3%	-$8.09K	0.01%	479
2023 Q4	$251K	Sell	1,014 -9	-0.9%	-$1.99K	0.01%	448
2023 Q3	$217K	Sell	1,023 -5,198	-84%	-$1.22M	0.02%	384
2023 Q2	$1.46M	Buy	6,221 +397	+7%	+$86.8K	0.06%	364
2023 Q1	$1.22M	Buy	5,824 +1,616	+38%	+$356K	0.05%	391
2022 Q4	$892K	Buy	4,208 +257	+7%	+$56.2K	0.04%	449
2022 Q3	$957K	Buy	3,951 +1,629	+70%	+$441K	0.05%	394
2022 Q2	$607K	Buy	2,322 +996	+75%	+$301K	0.03%	499
2022 Q1	$458K	Buy	1,326 +254	+24%	+$84.8K	0.03%	566
2021 Q4	$378K	Buy	1,072 +225	+27%	+$76.6K	0.02%	625
2021 Q3	$271K	Buy	+847	New	+$274K	0.02%	701

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vestmark Advisory Solutions's ESS Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Essex Property Trust (ESS) stake by 13% in Q2 2026, selling an estimated $31.4K and leaving 791 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Vestmark Advisory Solutions first reported a position in ESS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2023. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Vestmark Advisory Solutions held 791 shares of Essex Property Trust worth $231K as of Q2 2026.
Vestmark Advisory Solutions sold 117 Essex Property Trust shares in Q2 2026, an estimated $31.4K.
Essex Property Trust made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1379 holding.
Vestmark Advisory Solutions first reported a position in Essex Property Trust in Q3 2021 and has held it in 20 quarters since.
Vestmark Advisory Solutions's Essex Property Trust position peaked at $1.46M in Q2 2023.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.