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Altium Wealth Management’s Essex Property Trust ESS Stock Holding History

Altium 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
2022
Q2 		$681K Buy
2,602
+690
+36% +$209K 0.05% 198
2022
Q1 		$661K Buy
1,912
+353
+23% +$118K 0.04% 217
2021
Q4 		$549K Buy
1,559
+196
+14% +$66.7K 0.04% 228
2021
Q3 		$436K Buy
1,363
+263
+24% +$85.1K 0.03% 249
2021
Q2 		$330K Buy
1,100
+301
+38% +$88.8K 0.02% 296
2021
Q1 		$217K Buy
+799
New +$207K 0.02% 345

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altium Wealth Management's ESS Position: Q2 2022 in Review

Altium Wealth Management increased its Essex Property Trust (ESS) stake by 36% in Q2 2022, buying an estimated $209K and bringing the position to 2,602 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #198.

Altium Wealth Management first reported a position in ESS in Q1 2021 and has held it in 6 quarters since. 542 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

  • Altium Wealth Management held 2,602 shares of Essex Property Trust worth $681K as of Q2 2022.
  • Altium Wealth Management bought 690 Essex Property Trust shares in Q2 2022, an estimated $209K.
  • Essex Property Trust made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #198 holding.
  • Altium Wealth Management first reported a position in Essex Property Trust in Q1 2021 and has held it in 6 quarters since.
  • 542 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.