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Alera Investment Advisors’s Essex Property Trust ESS Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-5
Closed -$1K – 373
2019
Q1 		$1K Hold
5
– – ﹤0.01% 946
2018
Q4 		$1K Buy
+5
New +$1.26K ﹤0.01% 896

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alera Investment Advisors's ESS Position: Q2 2019 in Review

Alera Investment Advisors sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in ESS in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

  • Alera Investment Advisors reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 5 Essex Property Trust shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Essex Property Trust in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Essex Property Trust position peaked at $1K in Q1 2019.
  • 488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.