American Money Management’s Essex Property Trust ESS Stock Holding History

American Money 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
2023 Q3	–	Sell	-17,202	Closed	-$4.03M	–	131
2023 Q2	$4.03M	Sell	17,202 -776	-4%	-$170K	1.01%	39
2023 Q1	$3.76M	Buy	17,978 +4,249	+31%	+$937K	1%	38
2022 Q4	$2.91M	Sell	13,729 -1,747	-11%	-$382K	0.83%	42
2022 Q3	$3.75M	Buy	15,476 +192	+1%	+$51.9K	1.14%	35
2022 Q2	$4M	Buy	15,284 +426	+3%	+$129K	1.16%	36
2022 Q1	$5.13M	Buy	14,858 +467	+3%	+$156K	1.36%	29
2021 Q4	$5.07M	Sell	14,391 -100	-0.7%	-$34K	1.32%	31
2021 Q3	$4.63M	Buy	14,491 +653	+5%	+$211K	1.31%	31
2021 Q2	$4.15M	Buy	13,838 +115	+0.8%	+$33.9K	1.41%	33
2021 Q1	$3.73M	Buy	13,723 +478	+4%	+$124K	1.39%	31
2020 Q4	$3.15M	Buy	13,245 +453	+4%	+$105K	1.23%	38
2020 Q3	$2.57M	Buy	12,792 +1,752	+16%	+$382K	1.16%	40
2020 Q2	$2.53M	Sell	11,040 -359	-3%	-$86.1K	1.18%	38
2020 Q1	$2.51M	Buy	+11,399	New	+$3.28M	1.41%	35

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Money Management's ESS Position: Q3 2023 in Review

American Money Management sold out of Essex Property Trust (ESS) in Q3 2023, closing a stake of 17,202 shares — an estimated $4.03M sold.

American Money Management first reported a position in ESS in Q1 2020 and held it in 14 quarters. The position peaked at $5.13M in Q1 2022. 524 funds tracked by Wall St. Rank hold ESS as of Q3 2023.

American Money Management reported no remaining Essex Property Trust position as of Q3 2023 after selling out during the quarter.
American Money Management sold 17,202 Essex Property Trust shares in Q3 2023, an estimated $4.03M.
American Money Management first reported a position in Essex Property Trust in Q1 2020 and held it in 14 quarters.
American Money Management's Essex Property Trust position peaked at $5.13M in Q1 2022.
524 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2023.

Based on American Money Management's 13F filing for Q3 2023, filed 13 Nov 2023.