American Portfolios Advisors’s Essex Property Trust ESS Stock Holding History

American Portfolios Advisors’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 Q3	$52.8K	Hold	218	–	–	﹤0.01%	1667
2022 Q2	$57K	Sell	218 -2	-0.9%	-$605	﹤0.01%	1686
2022 Q1	$76K	Buy	220 +2	+0.9%	+$668	﹤0.01%	1668
2021 Q4	$76.8K	Hold	218	–	–	﹤0.01%	1653
2021 Q3	$69.7K	Hold	218	–	–	﹤0.01%	1609
2021 Q2	$65.4K	Sell	218 -3	-1%	-$885	﹤0.01%	1610
2021 Q1	$60.1K	Buy	221 +3	+1%	+$778	﹤0.01%	1537
2020 Q4	$51.8K	Buy	+218	New	+$50.3K	﹤0.01%	1403
2020 Q1	–	Sell	-8	Closed	-$2.45K	–	2812
2019 Q4	$2.45K	Hold	8	–	–	﹤0.01%	2525
2019 Q3	$2.65K	Hold	8	–	–	﹤0.01%	2427
2019 Q2	$2.35K	Hold	8	–	–	﹤0.01%	2435
2019 Q1	$2.31K	Buy	+8	New	+$2.18K	﹤0.01%	2338
2018 Q1	–	Sell	-15	Closed	-$3.62K	–	2335
2017 Q4	$3.62K	Buy	+15	New	+$3.79K	﹤0.01%	1935

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

American Portfolios Advisors's ESS Position: Q3 2022 in Review

American Portfolios Advisors held its Essex Property Trust (ESS) position steady in Q3 2022 at 218 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

American Portfolios Advisors first reported a position in ESS in Q4 2017 and has held it in 13 quarters since. The position peaked at $76.8K in Q4 2021. 525 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

American Portfolios Advisors held 218 shares of Essex Property Trust worth $52.8K as of Q3 2022.
American Portfolios Advisors left its Essex Property Trust share count unchanged in Q3 2022.
Essex Property Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1667 holding.
American Portfolios Advisors first reported a position in Essex Property Trust in Q4 2017 and has held it in 13 quarters since.
American Portfolios Advisors's Essex Property Trust position peaked at $76.8K in Q4 2021.
525 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.