Alberta Investment Management Corp (AIMCo)’s Essex Property Trust ESS Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 Q1	–	Sell	-10,810	Closed	-$3.09M	–	792
2024 Q4	$3.09M	Buy	+10,810	New	+$3.19M	0.02%	381
2024 Q2	–	Sell	-2,300	Closed	-$563K	–	820
2024 Q1	$563K	Hold	2,300	–	–	0.01%	788
2023 Q4	$570K	Hold	2,300	–	–	0.01%	780
2023 Q3	$488K	Hold	2,300	–	–	0.01%	813
2023 Q2	$539K	Hold	2,300	–	–	0.01%	925
2023 Q1	$481K	Buy	+2,300	New	+$507K	﹤0.01%	981
2020 Q4	–	Sell	-3,100	Closed	-$622K	–	913
2020 Q3	$622K	Sell	3,100 -10,900	-78%	-$2.37M	0.01%	769
2020 Q2	$3.21M	Sell	14,000 -5,100	-27%	-$1.22M	0.04%	420
2020 Q1	$4.21M	Sell	19,100 -17,000	-47%	-$4.88M	0.07%	290
2019 Q4	$10.9M	Hold	36,100	–	–	0.09%	224
2019 Q3	$11.8M	Buy	36,100 +8,100	+29%	+$2.53M	0.11%	180
2019 Q2	$8.17M	Hold	28,000	–	–	0.07%	249
2019 Q1	$8.1M	Hold	28,000	–	–	0.08%	241
2018 Q4	$6.87M	Hold	28,000	–	–	0.07%	229
2018 Q3	$6.91M	Hold	28,000	–	–	0.06%	301
2018 Q2	$6.69M	Hold	28,000	–	–	0.06%	290
2018 Q1	$6.74M	Hold	28,000	–	–	0.06%	295
2017 Q4	$6.76M	Hold	28,000	–	–	0.06%	292
2017 Q3	$7.11M	Hold	28,000	–	–	0.07%	264
2017 Q2	$7.2M	Hold	28,000	–	–	0.07%	265
2017 Q1	$6.48M	Hold	28,000	–	–	0.06%	260
2016 Q4	$6.51M	Hold	28,000	–	–	0.06%	250
2016 Q3	$6.24M	Buy	+28,000	New	+$6.37M	0.06%	251

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s ESS Position: Q1 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 10,810 shares — an estimated $3.09M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in ESS in Q3 2016 and held it in 23 quarters. The position peaked at $11.8M in Q3 2019. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

Alberta Investment Management Corp (AIMCo) reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 10,810 Essex Property Trust shares in Q1 2025, an estimated $3.09M.
Alberta Investment Management Corp (AIMCo) first reported a position in Essex Property Trust in Q3 2016 and held it in 23 quarters.
Alberta Investment Management Corp (AIMCo)'s Essex Property Trust position peaked at $11.8M in Q3 2019.
625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2025, filed 8 May 2025.