AFO
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Allie Family Office’s Essex Property Trust ESS Stock Holding History

Allie Family Office’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
Q3 		– Sell
-712
Closed -$202K – 104
2025
Q2 		$202K Hold
712
– – 0.1% 90
2025
Q1 		$218K Hold
712
– – 0.12% 85
2024
Q4 		$203K Hold
712
– – 0.11% 88
2024
Q3 		$210K Buy
+712
New +$207K 0.11% 87

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allie Family Office's ESS Position: Q3 2025 in Review

Allie Family Office sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 712 shares — an estimated $202K sold.

Allie Family Office first reported a position in ESS in Q3 2024 and held it in 4 quarters. The position peaked at $218K in Q1 2025. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Allie Family Office reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Allie Family Office sold 712 Essex Property Trust shares in Q3 2025, an estimated $202K.
  • Allie Family Office first reported a position in Essex Property Trust in Q3 2024 and held it in 4 quarters.
  • Allie Family Office's Essex Property Trust position peaked at $218K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Allie Family Office's 13F filing for Q3 2025, filed 14 Nov 2025.