Abound Wealth Management’s Essex Property Trust ESS Stock Holding History

Abound Wealth 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	$584	Hold	2	–	–	﹤0.01%	919
2026 Q1	$484	Buy	+2	New	+$504	﹤0.01%	1062
2025 Q1	–	Sell	-15	Closed	-$4.29K	–	1292
2024 Q4	$4.29K	Hold	15	–	–	﹤0.01%	558
2024 Q3	$4.44K	Hold	15	–	–	﹤0.01%	565
2024 Q2	$4.09K	Hold	15	–	–	﹤0.01%	537
2024 Q1	$3.68K	Hold	15	–	–	﹤0.01%	589
2023 Q4	$3.72K	Hold	15	–	–	﹤0.01%	570
2023 Q3	$3.19K	Hold	15	–	–	﹤0.01%	552
2023 Q2	$3.52K	Hold	15	–	–	﹤0.01%	562
2023 Q1	$3.14K	Hold	15	–	–	﹤0.01%	513
2022 Q4	$3.18K	Sell	15 -70	-82%	-$15.3K	﹤0.01%	439
2022 Q3	$20.6K	Buy	+85	New	+$23K	0.01%	183

Other funds holding ESS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return