Vienna Insurance Group’s Essex Property Trust ESS Stock Holding History

Vienna Insurance Group’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
2025 Q3	–	Sell	-2,985	Closed	-$846K	–	57
2025 Q2	$846K	Sell	2,985 -978	-25%	-$275K	0.53%	60
2025 Q1	$1.21M	Buy	3,963 +10	+0.3%	+$2.92K	0.66%	37
2024 Q4	$1.13M	Sell	3,953 -673	-15%	-$199K	0.66%	52
2024 Q3	$1.37M	Sell	4,626 -791	-15%	-$229K	0.58%	77
2024 Q2	$1.47M	Buy	5,417 +27	+0.5%	+$6.93K	0.58%	33
2024 Q1	$1.32M	Buy	5,390 +5	+0.1%	+$1.19K	0.52%	75
2023 Q4	$1.34M	Sell	5,385 -1,954	-27%	-$431K	0.61%	48
2023 Q3	$1.56M	Buy	7,339 +773	+12%	+$181K	0.69%	72
2023 Q2	$1.54M	Buy	6,566 +3,111	+90%	+$680K	0.71%	34
2023 Q1	$723K	Buy	+3,455	New	+$762K	0.42%	67

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vienna Insurance Group's ESS Position: Q3 2025 in Review

Vienna Insurance Group sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 2,985 shares — an estimated $846K sold.

Vienna Insurance Group first reported a position in ESS in Q1 2023 and held it in 10 quarters. The position peaked at $1.56M in Q3 2023. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

Vienna Insurance Group reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
Vienna Insurance Group sold 2,985 Essex Property Trust shares in Q3 2025, an estimated $846K.
Vienna Insurance Group first reported a position in Essex Property Trust in Q1 2023 and held it in 10 quarters.
Vienna Insurance Group's Essex Property Trust position peaked at $1.56M in Q3 2023.
608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Vienna Insurance Group's 13F filing for Q3 2025, filed 3 Nov 2025.