Wilmington Savings Fund Society’s Essex Property Trust ESS Stock Holding History

Wilmington Savings Fund Society’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 Q4	–	Sell	-4	Closed	-$1.07K	–	1411
2025 Q3	$1.07K	Sell	4 -72	-95%	-$19.5K	﹤0.01%	1330
2025 Q2	$21.5K	Buy	76 +14	+23%	+$3.93K	﹤0.01%	1447
2025 Q1	$19K	Sell	62 -673	-92%	-$197K	﹤0.01%	1473
2024 Q4	$210K	Hold	735	–	–	﹤0.01%	814
2024 Q3	$217K	Buy	+735	New	+$213K	﹤0.01%	791

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wilmington Savings Fund Society's ESS Position: Q4 2025 in Review

Wilmington Savings Fund Society sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 4 shares — an estimated $1.07K sold.

Wilmington Savings Fund Society first reported a position in ESS in Q3 2024 and held it in 5 quarters. The position peaked at $217K in Q3 2024. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

Wilmington Savings Fund Society reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 4 Essex Property Trust shares in Q4 2025, an estimated $1.07K.
Wilmington Savings Fund Society first reported a position in Essex Property Trust in Q3 2024 and held it in 5 quarters.
Wilmington Savings Fund Society's Essex Property Trust position peaked at $217K in Q3 2024.
619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2025, filed 12 Feb 2026.