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 (ESS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 16,761 0.02 Add 1.51% <0.01 $242.00 $4,056,162 SEC
2025   Q4 16,511 0.02 Reduce 2.60% <0.01 $261.68 $4,320,598 SEC
2025   Q3 16,951 0.02 Reduce 40.61% 0.02 $267.66 $4,537,105 SEC
2025   Q2 28,541 0.04 Add 2.92% <0.01 $283.40 $8,088,519 SEC
2025   Q1 27,731 0.05 Reduce 16.58% <0.01 $306.57 $8,501,493 SEC
2024   Q4 33,241 0.06 Reduce 0.63% <0.01 $285.44 $9,488,311 SEC
2024   Q3 33,451 0.06 Reduce 27.71% $295.42 $9,882,094 SEC
2024   Q2 46,271 0.00 Reduce 0.09% <0.01 SEC
2024   Q1 46,311 0.06 Reduce 16.93% 0.01 $244.81 $11,337,396 SEC
2023   Q4 55,751 0.08 Reduce 2.52% <0.01 $247.94 $13,822,903 SEC
2023   Q3 57,191 0.08 Reduce 16.17% 0.02 $212.09 $12,129,639 SEC
2023   Q2 68,221 0.10 Add 4.91% <0.01 $234.30 $15,984,180 SEC
2023   Q1 65,031 0.09 Add 8.09% <0.01 $209.14 $13,600,583 SEC
2022   Q4 60,161 0.09 Add 17.29% 0.01 $211.92 $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 $261.51 $13,413,000 SEC
2022   Q1 49,521 0.09 Add 1.45% <0.01 $345.49 $17,109,000 SEC
2021   Q4 48,811 0.08 Reduce 10.23% <0.01 $352.24 $17,193,000 SEC
2021   Q3 54,371 0.08 Reduce 23.38% 0.02 $319.75 $17,385,000 SEC
2021   Q2 70,961 0.09 Reduce 12.89% 0.01 $300.01 $21,289,000 SEC
2021   Q1 81,461 0.10 Add 19.79% 0.02 $271.84 $22,144,000 SEC
2020   Q4 68,001 0.08 Reduce 2.28% <0.01 $237.42 $16,145,000 SEC
2020   Q3 69,591 0.08 Add 1.81% <0.01 $200.79 $13,973,000 SEC
2020   Q2 68,351 0.10 Add 0.47% <0.01 $229.17 $15,664,000 SEC
2020   Q1 68,031 0.11 Add 6.21% <0.01 $220.24 $14,983,000 SEC
2019   Q4 64,051 0.10 Reduce 6.29% <0.01 $300.85 $19,270,000 SEC
2019   Q3 68,351 0.12 Add 2.64% <0.01 $326.65 $22,327,000 SEC
2019   Q2 66,591 0.10 Reduce 2.77% <0.01 $291.93 $19,440,000 SEC
2019   Q1 68,491 0.10 Add 0.19% <0.01 $289.24 $19,810,000 SEC
2018   Q4 68,361 0.10 Add 7.03% <0.01 $245.21 $16,763,000 SEC
2018   Q3 63,872 0.07 Reduce 1.96% <0.01 $246.71 $15,758,000 SEC
2018   Q2 65,146 0.07 Add 7.99% <0.01 $239.06 $15,574,000 SEC
2018   Q1 60,326 0.06 Reduce 27.70% 0.02 $240.68 $14,519,000 SEC
2017   Q4 83,436 0.09 Add 0.19% <0.01 $241.37 $20,139,000 SEC
2017   Q3 83,276 0.09 Add 0.17% <0.01 $254.03 $21,155,000 SEC
2017   Q2 83,136 0.09 Reduce 0.14% <0.01 $257.27 $21,388,000 SEC
2017   Q1 83,251 0.08 Add 0.26% <0.01 $231.53 $19,275,000 SEC
2016   Q4 83,032 0.09 Add 1.62% <0.01 $232.50 $19,305,000 SEC
2016   Q3 81,708 0.08 Add 0.00% $222.70 $18,196,000 SEC
2016   Q2 81,707 0.08 Add 25.77% 0.02 $228.10 $18,637,000 SEC
2016   Q1 64,964 0.07 Add 8.84% <0.01 $233.85 $15,192,000 SEC
2015   Q4 59,685 0.06 Add 9.20% <0.01 $239.41 $14,289,000 SEC
2015   Q3 54,659 0.05 Reduce 21.49% 0.01 $223.42 $12,212,000 SEC
2015   Q2 69,624 0.05 Reduce 30.10% 0.02 $212.50 $14,795,000 SEC
2015   Q1 99,606 0.08 Add 14.53% 0.01 $229.90 $22,899,000 SEC
2014   Q4 86,969 0.06 Reduce 4.12% <0.01 $206.60 $17,968,000 SEC
2014   Q3 90,710 0.05 Reduce 31.41% 0.03 $178.75 $16,214,000 SEC
2014   Q2 132,244 0.08 Reduce 28.42% 0.03 $184.91 $24,453,000 SEC
2014   Q1 184,752 0.09 Reduce 23.02% 0.02 $170.05 $31,417,000 SEC
2013   Q4 240,007 0.09 Add 2.61% <0.01 $143.51 $34,443,000 SEC
2013   Q3 233,899 0.09 Reduce 39.47% 0.06 $147.70 $34,547,000 SEC
2013   Q2 386,391 0.16 Add 15.82% 0.02 $158.92 $61,405,000 SEC
2012   Q2 333,619 0.12 Add 2.18% <0.01 $153.92 $51,351,000 SEC
2012   Q1 326,501 0.12 Reduce 3.28% <0.01 $151.51 $49,468,000 SEC
2011   Q4 337,569 0.12 Reduce 36.84% 0.07 $140.51 $47,432,000 SEC
2011   Q3 534,469 0.18 Reduce 11.31% 0.02 $120.04 $64,158,000 SEC
2011   Q2 602,646 0.17 Reduce 5.04% <0.01 $135.29 $81,532,000 SEC
2011   Q1 634,612 0.16 Reduce 12.17% 0.02 $124.00 $78,692,000 SEC
2010   Q4 722,563 0.17 Reduce 5.46% 0.02 $114.22 $82,531,000 SEC
2010   Q3 764,319 0.32 Reduce 19.20% 0.03 $109.44 $83,647,000 SEC
2010   Q2 945,957 0.18 Reduce 23.98% $97.54 $92,269,000 SEC
2010   Q1 1,244,284 0.00 Reduce 10.32% 0.03 $89.95 $111,923,000 SEC
2009   Q4 1,387,412 0.29 Add 0.05% <0.01 $83.65 $116,057,000 SEC
2009   Q3 1,386,778 0.28 Add 67.49% 0.11 $79.58 $110,360,000 SEC
2009   Q2 827,988 0.13 Add 5.40% <0.01 $62.23 $51,526,000 SEC
2009   Q1 785,538 0.16 Add 13.98% 0.02 $57.31 $45,018,000 SEC
2008   Q4 689,195 0.15 Reduce 29.07% 0.07 $76.69 $52,851,000 SEC
2008   Q3 971,615 0.23 Reduce 0.79% <0.01 $118.33 $114,971,000 SEC
2008   Q2 979,377 0.19 Reduce 2.32% <0.01 $106.50 $104,304,000 SEC
2008   Q1 1,002,653 0.20 Reduce 2.07% <0.01 $113.98 $114,282,000 SEC
2007   Q4 1,023,823 0.15 Add 1.70% <0.01 $97.49 $99,813,000 SEC
2007   Q3 1,006,688 0.20 Add 472.13% 0.17 $113.95 $114,714,000 SEC
2007   Q2 175,955 0.03 Buy 0.03 $116.30 $20,464,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.11 SEC
2005   Q4 573,005 0.11 Add 9.25% <0.01 $92.20 $52,831,000 SEC
2005   Q3 524,475 0.10 Add 8.34% <0.01 $90.00 $47,203,000 SEC
2005   Q2 484,100 0.03 Buy 0.03 $83.06 $40,209,000 SEC
2005   Q1 0 0.00 Sell 100.00% SEC
2004   Q4 433,571 0.00 Add 0.11% $16,718.83 $7,248,802,000 SEC
2004   Q3 433,108 0.01 Add 6.76% <0.01 $72.10 $31,228,000 SEC
2004   Q2 405,678 0.01 Add 22.17% <0.01 $68.35 $27,728,000 SEC
2003   Q4 332,058 0.01 Add 22.29% <0.01 $64.06 $21,273,000 SEC
2003   Q3 271,528 0.03 Add 120.59% 0.02 $62.69 $17,021,000 SEC
2003   Q2 123,093 <0.01 Reduce 63.27% 0.04 $57.31 $7,055,000 SEC
2003   Q1 335,096 0.06 Add 184.46% 0.04 $65.15 $21,832,000 SEC
2002   Q4 117,799 0.01 Add 0.34% $50.85 $5,990,000 SEC
2002   Q3 117,404 <0.01 Add 6.62% <0.01 $49.44 $5,804,000 SEC
2002   Q2 110,114 0.00 Add 6.47% $54.70 $6,023,000 SEC
2002   Q1 103,424 <0.01 Add 9.21% <0.01 $52.18 $5,397,000 SEC
2001   Q4 94,700 <0.01 Add 7.62% <0.01 $49.41 $4,679,000 SEC
2001   Q3 87,995 <0.01 Buy <0.01 $49.05 $4,316,000 SEC
2000   Q2 0 0.00 Sell 100.00% <0.01 SEC
2000   Q1 7,600 <0.01 $36.05 $274,000 SEC
1999   Q4 7,600 <0.01 Reduce 72.66% <0.01 $33.95 $258,000 SEC
1999   Q3 27,800 <0.01 Add 23.01% <0.01 $34.93 $971,000 SEC
1999   Q2 22,600 <0.01 Add 69.92% <0.01 $28.50 $644,000 SEC
1999   Q1 13,300 <0.01 $28.50 $379,000 SEC