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AGF Investments Inc’s Essex Property Trust ESS Stock Holding History

AGF Investments Inc’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
2022
Q1 		– Sell
-2,656
Closed -$936K – 525
2021
Q4 		$936K Buy
2,656
+225
+9% +$76.6K 0.01% 435
2021
Q3 		$777K Buy
2,431
+188
+8% +$60.8K 0.01% 441
2021
Q2 		$673K Buy
+2,243
New +$662K 0.01% 457
2020
Q1 		– Sell
-1,271
Closed -$382K – 798
2019
Q4 		$382K Buy
+1,271
New +$402K ﹤0.01% 321

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AGF Investments Inc's ESS Position: Q1 2022 in Review

AGF Investments Inc sold out of Essex Property Trust (ESS) in Q1 2022, closing a stake of 2,656 shares — an estimated $936K sold.

AGF Investments Inc first reported a position in ESS in Q4 2019 and held it in 4 quarters. The position peaked at $936K in Q4 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

  • AGF Investments Inc reported no remaining Essex Property Trust position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 2,656 Essex Property Trust shares in Q1 2022, an estimated $936K.
  • AGF Investments Inc first reported a position in Essex Property Trust in Q4 2019 and held it in 4 quarters.
  • AGF Investments Inc's Essex Property Trust position peaked at $936K in Q4 2021.
  • 560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.