Virtus Investment Advisers’s Essex Property Trust ESS Stock Holding History

Virtus Investment Advisers’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	$206K	Sell	707 -69	-9%	-$18.5K	0.05%	381
2026 Q1	$188K	Buy	776 +153	+25%	+$38.6K	0.05%	406
2025 Q4	$163K	Buy	+623	New	+$161K	0.04%	410
2018 Q1	–	Sell	-1,353	Closed	-$327K	–	146
2017 Q4	$327K	Sell	1,353 -59	-4%	-$14.9K	0.04%	342
2017 Q3	$359K	Sell	1,412 -187	-12%	-$48.8K	0.04%	346
2017 Q2	$411K	Buy	+1,599	New	+$402K	0.04%	347
2016 Q4	–	Sell	-14,155	Closed	-$3.15M	–	492
2016 Q3	$3.15M	Buy	+14,155	New	+$3.22M	0.2%	166

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

Virtus Investment Advisers's ESS Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Essex Property Trust (ESS) stake by 8.9% in Q2 2026, selling an estimated $18.5K and leaving 707 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #381.

Virtus Investment Advisers first reported a position in ESS in Q3 2016 and has held it in 7 quarters since. The position peaked at $3.15M in Q3 2016. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Virtus Investment Advisers held 707 shares of Essex Property Trust worth $206K as of Q2 2026.
Virtus Investment Advisers sold 69 Essex Property Trust shares in Q2 2026, an estimated $18.5K.
Essex Property Trust made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #381 holding.
Virtus Investment Advisers first reported a position in Essex Property Trust in Q3 2016 and has held it in 7 quarters since.
Virtus Investment Advisers's Essex Property Trust position peaked at $3.15M in Q3 2016.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.