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Yoffe Investment Management’s Essex Property Trust ESS Stock Holding History

Yoffe Investment Management’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 		$366K Buy
1,255
+1
+0.1% +$269 0.42% 81
2026
Q1 		$304K Sell
1,254
-1
-0.1% -$252 0.39% 86
2025
Q4 		$328K Hold
1,255
– – 0.42% 85
2025
Q3 		$336K Hold
1,255
– – 0.44% 82
2025
Q2 		$356K Buy
1,255
+1
+0.1% +$281 0.49% 75
2025
Q1 		$385K Sell
1,254
-1
-0.1% -$292 0.56% 67
2024
Q4 		$358K Buy
+1,255
New +$371K 0.53% 68

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

Yoffe Investment Management's ESS Position: Q2 2026 in Review

Yoffe Investment Management increased its Essex Property Trust (ESS) stake by 0.08% in Q2 2026, buying an estimated $269 and bringing the position to 1,255 shares worth $366K. The position accounts for 0.42% of the portfolio, ranked #81.

Yoffe Investment Management first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Yoffe Investment Management held 1,255 shares of Essex Property Trust worth $366K as of Q2 2026.
  • Yoffe Investment Management bought 1 Essex Property Trust share in Q2 2026, an estimated $269.
  • Essex Property Trust made up 0.42% of Yoffe Investment Management's portfolio in Q2 2026, its #81 holding.
  • Yoffe Investment Management first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Essex Property Trust position peaked at $385K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.