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Westwood Holdings Group’s Essex Property Trust ESS Stock Holding History

Westwood Holdings 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
2026
Q2 		$11.1M Buy
38,186
+2,389
+7% +$642K 0.08% 245
2026
Q1 		$8.66M Sell
35,797
-32,322
-47% -$8.15M 0.06% 254
2025
Q4 		$17.8M Buy
68,119
+245
+0.4% +$63.4K 0.14% 194
2025
Q3 		$18.2M Buy
67,874
+15,273
+29% +$4.13M 0.13% 199
2025
Q2 		$14.9M Buy
52,601
+17,952
+52% +$5.04M 0.11% 204
2025
Q1 		$10.6M Buy
34,649
+64
+0.2% +$18.7K 0.08% 212
2024
Q4 		$9.87M Sell
34,585
-4,849
-12% -$1.43M 0.08% 225
2024
Q3 		$11.6M Buy
39,434
+3,852
+11% +$1.12M 0.05% 253
2024
Q2 		$9.69M Buy
+35,582
New +$9.13M 0.05% 247
2013
Q3 		– Sell
-3,000
Closed -$477K – 328
2013
Q2 		$477K Buy
+3,000
New +$472K ﹤0.01% 308

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westwood Holdings Group's ESS Position: Q2 2026 in Review

Westwood Holdings Group increased its Essex Property Trust (ESS) stake by 6.7% in Q2 2026, buying an estimated $642K and bringing the position to 38,186 shares worth $11.1M. The position accounts for 0.08% of the portfolio, ranked #245.

Westwood Holdings Group first reported a position in ESS in Q2 2013 and has held it in 10 quarters since. The position peaked at $18.2M in Q3 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Westwood Holdings Group held 38,186 shares of Essex Property Trust worth $11.1M as of Q2 2026.
  • Westwood Holdings Group bought 2,389 Essex Property Trust shares in Q2 2026, an estimated $642K.
  • Essex Property Trust made up 0.08% of Westwood Holdings Group's portfolio in Q2 2026, its #245 holding.
  • Westwood Holdings Group first reported a position in Essex Property Trust in Q2 2013 and has held it in 10 quarters since.
  • Westwood Holdings Group's Essex Property Trust position peaked at $18.2M in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.