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AG
Advisor Group’s
Essex Property Trust
ESS
Stock Holding History
Advisor Group’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
2019
Q4
$1.42M
Buy
4,715
+331
+8%
+$105K
0.01%
992
2019
Q3
$1.43M
Buy
4,384
+949
+28%
+$297K
0.01%
935
2019
Q2
$1M
Sell
3,435
-13
-0.4%
-$3.75K
0.01%
1124
2019
Q1
$998K
Sell
3,448
-4
-0.1%
-$1.09K
0.01%
1088
2018
Q4
$847K
Buy
3,452
+855
+33%
+$216K
0.01%
1044
2018
Q3
$640K
Buy
2,597
+1,363
+110%
+$328K
0.01%
1289
2018
Q2
$295K
Buy
1,234
+88
+8%
+$21K
﹤0.01%
1693
2018
Q1
$275K
Sell
1,146
-210
-15%
-$48.4K
﹤0.01%
1753
2017
Q4
$326K
Buy
1,356
+167
+14%
+$42.1K
﹤0.01%
1631
2017
Q3
$303K
Buy
1,189
+168
+16%
+$43.9K
﹤0.01%
1526
2017
Q2
$262K
Buy
1,021
+127
+14%
+$31.9K
﹤0.01%
1588
2017
Q1
$207K
Buy
894
+217
+32%
+$49.8K
﹤0.01%
1631
2016
Q4
$158K
Sell
677
-58
-8%
-$12.5K
﹤0.01%
1732
2016
Q3
$163K
Sell
735
-231
-24%
-$52.5K
﹤0.01%
1671
2016
Q2
$219K
Buy
+966
New
+$216K
0.01%
1406
Other funds holding ESS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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