Algert Global’s Essex Property Trust ESS Stock Holding History

Algert Global’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	-1,310	Closed	-$374K	–	1220
2024 Q4	$374K	Buy	+1,310	New	+$387K	0.01%	963

Other funds holding ESS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Algert Global's ESS Position: Q1 2025 in Review

Algert Global sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 1,310 shares — an estimated $374K sold.

Algert Global first reported a position in ESS in Q4 2024 and held it in 1 quarter. The position peaked at $374K in Q4 2024. 624 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

Algert Global reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
Algert Global sold 1,310 Essex Property Trust shares in Q1 2025, an estimated $374K.
Algert Global first reported a position in Essex Property Trust in Q4 2024 and held it in 1 quarter.
Algert Global's Essex Property Trust position peaked at $374K in Q4 2024.
624 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.