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Alethea Capital Management’s Essex Property Trust ESS Stock Holding History

Alethea Capital 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
Q1 		– Sell
-763
Closed -$218K – 20
2024
Q4 		$218K Buy
+763
New +$225K 0.19% 27
2022
Q4 		– Sell
-1,319
Closed -$320K – 47
2022
Q3 		$320K Buy
+1,319
New +$357K 0.4% 28
2020
Q2 		– Sell
-3,692
Closed -$813K – 96
2020
Q1 		$813K Buy
+3,692
New +$1.06M 0.53% 16
2017
Q4 		– Sell
-9,528
Closed -$2.42M – 89
2017
Q3 		$2.42M Sell
9,528
-1,251
-12% -$327K 2.85% 10
2017
Q2 		$2.77M Buy
+10,779
New +$2.71M 3.15% 3
2015
Q1 		– Sell
-13,280
Closed -$2.74M – 84
2014
Q4 		$2.74M Buy
+13,280
New +$2.63M 2.82% 5

Other funds holding ESS

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return