Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Essex Property Trust, Inc. (ESS)
← All ESS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 16,761 0.02 Add 1.51% <0.01 $238.46–266.49 · VW $251.47i $4,056,162 SEC
2025   Q4 16,511 0.02 Reduce 2.60% <0.01 $243.25–270.49 · VW $257.44i $4,320,598 SEC
2025   Q3 16,951 0.02 Reduce 40.61% 0.02 $250.81–294.09 · VW $267.16i $4,537,105 SEC
2025   Q2 28,541 0.04 Add 2.92% <0.01 $243.85–308.52 · VW $280.81i $8,088,519 SEC
2025   Q1 27,731 0.05 Reduce 16.58% <0.01 $267.96–316.29 · VW $295.46i $8,501,493 SEC
2024   Q4 33,241 0.06 Reduce 0.63% <0.01 $275.60–314.65 · VW $293.42i $9,488,311 SEC
2024   Q3 33,451 0.06 Reduce 27.71% $268.41–317.73 · VW $291.41i $9,882,094 SEC
2024   Q2 46,271 0.00 Reduce 0.09% <0.01 $230.90–284.77 · VW $256.82i SEC
2024   Q1 46,311 0.06 Reduce 16.93% 0.01 $223.06–251.77 · VW $236.27i $11,337,396 SEC
2023   Q4 55,751 0.08 Reduce 2.52% <0.01 $203.85–252.85 · VW $221.97i $13,822,903 SEC
2023   Q3 57,191 0.08 Reduce 16.17% 0.02 $209.59–248.80 · VW $233.29i $12,129,639 SEC
2023   Q2 68,221 0.10 Add 4.91% <0.01 $204.56–237.54 · VW $220.32i $15,984,180 SEC
2023   Q1 65,031 0.09 Add 8.09% <0.01 $195.03–240.97 · VW $220.93i $13,600,583 SEC
2022   Q4 60,161 0.09 Add 17.29% 0.01 $205.24–249.67 · VW $220.74i $12,749,319 SEC
2022   Q3 51,291 0.09 $242.23 $12,424,000 SEC
2022   Q2 51,291 0.09 Add 3.57% <0.01 $250.62–363.36 · VW $293.16i $13,413,000 SEC
2022   Q1 49,521 0.09 Add 1.45% <0.01 $306.98–359.49 · VW $333.01i $17,109,000 SEC
2021   Q4 48,811 0.08 Reduce 10.23% <0.01 $317.78–357.90 · VW $341.22i $17,193,000 SEC
2021   Q3 54,371 0.08 Reduce 23.38% 0.02 $300.18–337.43 · VW $324.04i $17,385,000 SEC
2021   Q2 70,961 0.09 Reduce 12.89% 0.01 $271.51–316.63 · VW $294.02i $21,289,000 SEC
2021   Q1 81,461 0.10 Add 19.79% 0.02 $226.79–294.79 · VW $257.36i $22,144,000 SEC
2020   Q4 68,001 0.08 Reduce 2.28% <0.01 $186.30–276.14 · VW $229.14i $16,145,000 SEC
2020   Q3 69,591 0.08 Add 1.81% <0.01 $198.08–243.54 · VW $216.73i $13,973,000 SEC
2020   Q2 68,351 0.10 Add 0.47% <0.01 $188.53–276.44 · VW $237.65i $15,664,000 SEC
2020   Q1 68,031 0.11 Add 6.21% <0.01 $175.81–329.74 · VW $271.45i $14,983,000 SEC
2019   Q4 64,051 0.10 Reduce 6.29% <0.01 $294.50–334.17 · VW $315.30i $19,270,000 SEC
2019   Q3 68,351 0.12 Add 2.64% <0.01 $287.83–331.62 · VW $312.38i $22,327,000 SEC
2019   Q2 66,591 0.10 Reduce 2.77% <0.01 $271.58–305.23 · VW $287.42i $19,440,000 SEC
2019   Q1 68,491 0.10 Add 0.19% <0.01 $235.51–294.61 · VW $274.35i $19,810,000 SEC
2018   Q4 68,361 0.10 Add 7.03% <0.01 $237.02–267.41 · VW $251.81i $16,763,000 SEC
2018   Q3 63,872 0.07 Reduce 1.96% <0.01 $227.05–250.94 · VW $241.57i $15,758,000 SEC
2018   Q2 65,146 0.07 Add 7.99% <0.01 $226.22–247.24 · VW $238.45i $15,574,000 SEC
2018   Q1 60,326 0.06 Reduce 27.70% 0.02 $214.03–244.82 · VW $230.46i $14,519,000 SEC
2017   Q4 83,436 0.09 Add 0.19% <0.01 $237.33–264.07 · VW $250.62i $20,139,000 SEC
2017   Q3 83,276 0.09 Add 0.17% <0.01 $249.46–270.04 · VW $260.87i $21,155,000 SEC
2017   Q2 83,136 0.09 Reduce 0.14% <0.01 $229.14–268.97 · VW $251.45i $21,388,000 SEC
2017   Q1 83,251 0.08 Add 0.26% <0.01 $218.41–238.57 · VW $229.29i $19,275,000 SEC
2016   Q4 83,032 0.09 Add 1.62% <0.01 $200.01–234.07 · VW $217.90i $19,305,000 SEC
2016   Q3 81,708 0.08 Add 0.00% $217.16–236.56 · VW $227.25i $18,196,000 SEC
2016   Q2 81,707 0.08 Add 25.77% 0.02 $207.20–237.50 · VW $223.96i $18,637,000 SEC
2016   Q1 64,964 0.07 Add 8.84% <0.01 $191.25–240.55 · VW $216.81i $15,192,000 SEC
2015   Q4 59,685 0.06 Add 9.20% <0.01 $214.29–244.71 · VW $230.17i $14,289,000 SEC
2015   Q3 54,659 0.05 Reduce 21.49% 0.01 $205.72–232.20 · VW $219.76i $12,212,000 SEC
2015   Q2 69,624 0.05 Reduce 30.10% 0.02 $208.85–231.90 · VW $221.39i $14,795,000 SEC
2015   Q1 99,606 0.08 Add 14.53% 0.01 $207.26–243.17 · VW $225.44i $22,899,000 SEC
2014   Q4 86,969 0.06 Reduce 4.12% <0.01 $176.70–214.43 · VW $200.26i $17,968,000 SEC
2014   Q3 90,710 0.05 Reduce 31.41% 0.03 $177.68–196.08 · VW $187.92i $16,214,000 SEC
2014   Q2 132,244 0.08 Reduce 28.42% 0.03 $164.76–185.99 · VW $174.13i $24,453,000 SEC
2014   Q1 184,752 0.09 Reduce 23.02% 0.02 $141.79–173.01 · VW $161.93i $31,417,000 SEC
2013   Q4 240,007 0.09 Add 2.61% <0.01 $137.53–165.44 · VW $151.27i $34,443,000 SEC
2013   Q3 233,899 0.09 Reduce 39.47% 0.06 $139.64–172.16 · VW $154.11i $34,547,000 SEC
2013   Q2 386,391 0.16 Add 28.20% 0.04 $147.56–171.11 · VW $157.22i $61,405,000 SEC
2013   Q1 301,390 0.12 Add 7.74% <0.01 $147.06–156.36 · VW $151.17i $45,383,000 SEC
2012   Q4 279,726 0.11 Reduce 16.70% 0.02 $136.38–150.71 · VW $145.05i $41,022,000 SEC
2012   Q3 335,813 0.12 Add 0.66% <0.01 $147.38–160.64 · VW $153.94i $49,781,000 SEC
2012   Q2 333,619 0.12 Add 2.18% <0.01 $146.05–161.53 · VW $153.29i $51,351,000 SEC
2012   Q1 326,501 0.12 Reduce 3.28% <0.01 $136.43–151.54 · VW $144.32i $49,468,000 SEC
2011   Q4 337,569 0.12 Reduce 36.84% 0.07 $111.25–148.44 · VW $134.69i $47,432,000 SEC
2011   Q3 534,469 0.18 Reduce 11.31% 0.02 $119.15–145.40 · VW $133.96i $64,158,000 SEC
2011   Q2 602,646 0.17 Reduce 5.04% <0.01 $122.67–138.31 · VW $134.14i $81,532,000 SEC
2011   Q1 634,612 0.16 Reduce 12.17% 0.02 $109.98–124.41 · VW $118.49i $78,692,000 SEC
2010   Q4 722,563 0.17 Reduce 5.46% <0.01 $105.60–117.12 · VW $112.41i $82,531,000 SEC
2010   Q3 764,319 0.15 Reduce 19.20% 0.03 $92.62–115.08 · VW $105.37i $83,647,000 SEC
2010   Q2 945,957 0.17 Reduce 23.98% $89.23–113.03 · VW $102.47i $92,269,000 SEC
2010   Q1 1,244,284 0.00 Reduce 10.32% 0.03 $76.35–93.98 · VW $85.60i $111,923,000 SEC
2009   Q4 1,387,412 0.29 Add 0.05% <0.01 $73.28–88.35 · VW $79.68i $116,057,000 SEC
2009   Q3 1,386,778 0.28 Add 67.49% 0.11 $55.96–86.49 · VW $70.99i $110,360,000 SEC
2009   Q2 827,988 0.13 Add 5.40% <0.01 $55.42–71.84 · VW $64.64i $51,526,000 SEC
2009   Q1 785,538 0.16 Add 13.98% 0.02 $49.19–77.77 · VW $60.36i $45,018,000 SEC
2008   Q4 689,195 0.15 Reduce 29.07% 0.07 $60.77–117.77 · VW $85.67i $52,851,000 SEC
2008   Q3 971,615 0.23 Reduce 0.79% <0.01 $100.63–129.57 · VW $117.30i $114,971,000 SEC
2008   Q2 979,377 0.19 Reduce 2.32% <0.01 $105.12–124.33 · VW $116.05i $104,304,000 SEC
2008   Q1 1,002,653 0.20 Reduce 2.07% <0.01 $84.59–117.51 · VW $104.14i $114,282,000 SEC
2007   Q4 1,023,823 0.15 Add 1.70% <0.01 $94.08–127.35 · VW $109.74i $99,813,000 SEC
2007   Q3 1,006,688 0.20 Add 472.13% 0.17 $102.00–123.50 · VW $113.46i $114,714,000 SEC
2007   Q2 175,955 0.03 Buy 0.03 $114.19–133.40 · VW $124.42i $20,464,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.11 $92.10–111.10 · VW $101.91i SEC
2005   Q4 573,005 0.11 Add 9.25% <0.01 $80.35–93.44 · VW $89.51i $52,831,000 SEC
2005   Q3 524,475 0.10 Add 8.34% <0.01 $82.86–93.14 · VW $88.55i $47,203,000 SEC
2005   Q2 484,100 0.03 Buy 0.03 $68.50–86.13 · VW $79.22i $40,209,000 SEC
2005   Q1 0 0.00 Sell 100.00% $68.56–84.32 · VW $73.94i SEC
2004   Q4 433,571 0.00 Add 0.11% $71.65–85.43 · VW $80.65i $7,248,802,000 SEC
2004   Q3 433,108 0.01 Add 6.76% <0.01 $64.89–75.31 · VW $70.26i $31,228,000 SEC
2004   Q2 405,678 0.01 Add 22.17% <0.01 $58.15–69.73 · VW $64.22i $27,728,000 SEC
2003   Q4 332,058 0.01 Add 22.29% <0.01 $59.88–66.60 · VW $62.50i $21,273,000 SEC
2003   Q3 271,528 0.03 Add 120.59% 0.02 $56.67–64.98 · VW $61.49i $17,021,000 SEC
2003   Q2 123,093 <0.01 Reduce 63.27% 0.04 $52.20–59.40 · VW $56.20i $7,055,000 SEC
2003   Q1 335,096 0.06 Add 184.46% 0.04 $49.00–54.91 · VW $51.19i $21,832,000 SEC
2002   Q4 117,799 <0.01 Add 0.34% $44.72–52.15 · VW $49.10i $5,990,000 SEC
2002   Q3 117,404 <0.01 Add 6.62% <0.01 $43.65–54.75 · VW $50.62i $5,804,000 SEC
2002   Q2 110,114 0.00 Add 6.47% $49.76–56.08 · VW $52.95i $6,023,000 SEC
2002   Q1 103,424 <0.01 Add 9.21% <0.01 $46.00–53.97 · VW $48.82i $5,397,000 SEC
2001   Q4 94,700 <0.01 Add 7.62% <0.01 $45.50–51.05 · VW $47.97i $4,679,000 SEC
2001   Q3 87,995 <0.01 Buy <0.01 $47.00–54.67 · VW $50.87i $4,316,000 SEC
2000   Q2 0 0.00 Sell 100.00% <0.01 $36.00–44.00 · VW $39.58i SEC
2000   Q1 7,600 <0.01 $36.05 $274,000 SEC
1999   Q4 7,600 <0.01 Reduce 72.66% <0.01 $29.06–34.94 · VW $32.77i $258,000 SEC
1999   Q3 27,800 <0.01 Add 23.01% <0.01 $32.50–35.13 · VW $34.18i $971,000 SEC
1999   Q2 22,600 <0.01 Add 69.92% <0.01 $26.06–35.50 · VW $32.25i $644,000 SEC
1999   Q1 13,300 <0.01 $28.50 $379,000 SEC
Price snapshot:
Current price$297.48
Avg. buy price$207.30
+/- since buy43.50%
52-week low$233.85
52-week high$303.35