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Alpine Bank Wealth Management’s Essex Property Trust ESS Stock Holding History

Alpine Bank Wealth 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
Q2 		– Sell
-267
Closed -$81.9K – 421
2025
Q1 		$81.9K Buy
+267
New +$78K 0.01% 194
2024
Q3 		$78.9K Buy
+267
New +$77.5K 0.01% 213

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

Alpine Bank Wealth Management's ESS Position: Q2 2025 in Review

Alpine Bank Wealth Management sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 267 shares — an estimated $81.9K sold.

Alpine Bank Wealth Management first reported a position in ESS in Q3 2024 and held it in 2 quarters. The position peaked at $81.9K in Q1 2025. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • Alpine Bank Wealth Management reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 267 Essex Property Trust shares in Q2 2025, an estimated $81.9K.
  • Alpine Bank Wealth Management first reported a position in Essex Property Trust in Q3 2024 and held it in 2 quarters.
  • Alpine Bank Wealth Management's Essex Property Trust position peaked at $81.9K in Q1 2025.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.