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Altshuler Shaham’s Essex Property Trust ESS Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-1,428
Closed -$431K – 555
2021
Q2 		$431K Buy
1,428
+67
+5% +$19.8K ﹤0.01% 219
2021
Q1 		$372K Sell
1,361
-271
-17% -$70.3K ﹤0.01% 157
2020
Q4 		$387K Buy
+1,632
New +$376K 0.01% 130

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Altshuler Shaham's ESS Position: Q3 2021 in Review

Altshuler Shaham sold out of Essex Property Trust (ESS) in Q3 2021, closing a stake of 1,428 shares — an estimated $431K sold.

Altshuler Shaham first reported a position in ESS in Q4 2020 and held it in 3 quarters. The position peaked at $431K in Q2 2021. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

  • Altshuler Shaham reported no remaining Essex Property Trust position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 1,428 Essex Property Trust shares in Q3 2021, an estimated $431K.
  • Altshuler Shaham first reported a position in Essex Property Trust in Q4 2020 and held it in 3 quarters.
  • Altshuler Shaham's Essex Property Trust position peaked at $431K in Q2 2021.
  • 523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.