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Jefferies Group’s ESS Holdings & Trades

First Buy
Q4 2022
Duration Held
13 Quarters
Largest Add
Q1 2026
+7,200 Shares
Current Position
7,200 Shares
$1.74 M Value

Jefferies Group's ESS Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 7,200 shares of Essex Property Trust, Inc. (ESS) worth $1.74 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in ESS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 7,200 shares. Largest reduction occurred in Q4 2025, reducing 3,648 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Essex Property Trust (ESS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Essex Property Trust (ESS) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +7,200 New Buy 7,200 $242.00
Q4 2025 -3,648 Sold Out 0 $0.00
Q3 2025 +3,648 New Buy 3,648 $267.66
Q2 2025 -2,013 Sold Out 0 $0.00
Q1 2025 +2,013 New Buy 2,013 $306.57
Q3 2024 -3,071 Sold Out 0 $0.00
Q2 2024 -35 Reduce 1.13% 3,071 $272.20
Q1 2024 -29 Reduce 0.93% 3,106 $244.81
Q3 2023 -445 Reduce 12.43% 3,135 $212.09
Q2 2023 +1,774 Add 98.23% 3,580 $234.30
Q1 2023 -3,577 Reduce 66.45% 1,806 $209.14
Q4 2022 +5,383 New Buy 5,383 $211.92

Jefferies Group's Essex Property Trust Investment FAQs

Jefferies Group first purchased Essex Property Trust, Inc. (ESS) in Q4 2022, acquiring 5,383 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Essex Property Trust, Inc. (ESS) for 13 quarters since Q4 2022.

Jefferies Group's largest addition to Essex Property Trust, Inc. (ESS) was in Q1 2026, adding 7,200 shares worth $1.74 M.

According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 7,200 shares of Essex Property Trust, Inc. (ESS), valued at approximately $1.74 M.

As of the Q1 2026 filing, Essex Property Trust, Inc. (ESS) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Essex Property Trust, Inc. (ESS) was 7,200 shares, as reported at the end of Q1 2026.