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AGF Management’s Essex Property Trust ESS Stock Holding History

AGF 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
2025
Q2 		– Sell
-1,803
Closed -$553K – 668
2025
Q1 		$553K Sell
1,803
-172
-9% -$50.3K ﹤0.01% 589
2024
Q4 		$564K Sell
1,975
-133
-6% -$39.3K ﹤0.01% 618
2024
Q3 		$623K Sell
2,108
-38
-2% -$11K ﹤0.01% 608
2024
Q2 		$584K Buy
+2,146
New +$551K ﹤0.01% 612
2024
Q1 		– Sell
-13,040
Closed -$3.23M – 717
2023
Q4 		$3.23M Buy
13,040
+473
+4% +$104K 0.02% 327
2023
Q3 		$2.67M Buy
+12,567
New +$2.95M 0.02% 450
2023
Q1 		– Sell
-12,015
Closed -$3.45M – 766
2022
Q4 		$3.45M Buy
+12,015
New +$2.63M 0.03% 342

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return