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ESS icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return