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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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AGF Management's ESS Position: Q2 2025 in Review

AGF Management sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 1,803 shares — an estimated $553K sold.

AGF Management first reported a position in ESS in Q4 2022 and held it in 7 quarters. The position peaked at $3.45M in Q4 2022. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • AGF Management reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • AGF Management sold 1,803 Essex Property Trust shares in Q2 2025, an estimated $553K.
  • AGF Management first reported a position in Essex Property Trust in Q4 2022 and held it in 7 quarters.
  • AGF Management's Essex Property Trust position peaked at $3.45M in Q4 2022.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.