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Anchor Investment Management’s Essex Property Trust ESS Stock Holding History

Anchor Investment 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
Q1 		– Sell
-17
Closed -$4.85K – 1044
2024
Q4 		$4.85K Hold
17
– – ﹤0.01% 882
2024
Q3 		$5.02K Hold
17
– – ﹤0.01% 873
2024
Q2 		$4.63K Hold
17
– – ﹤0.01% 849
2024
Q1 		$4.16K Hold
17
– – ﹤0.01% 881
2023
Q4 		$4.21K Hold
17
– – ﹤0.01% 833
2023
Q3 		$3.61K Hold
17
– – ﹤0.01% 859
2023
Q2 		$3.98K Hold
17
– – ﹤0.01% 847
2023
Q1 		$3.56K Sell
17
-76
-82% -$16.8K ﹤0.01% 866
2022
Q4 		$19.8K Buy
93
+20
+27% +$4.37K ﹤0.01% 647
2022
Q3 		$17.7K Buy
73
+16
+28% +$4.33K ﹤0.01% 652
2022
Q2 		$14.9K Buy
57
+17
+43% +$5.14K ﹤0.01% 685
2022
Q1 		$13.8K Buy
40
+29
+264% +$9.69K ﹤0.01% 706
2021
Q4 		$3.88K Buy
+11
New +$3.74K ﹤0.01% 895

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Anchor Investment Management's ESS Position: Q1 2025 in Review

Anchor Investment Management sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 17 shares — an estimated $4.85K sold.

Anchor Investment Management first reported a position in ESS in Q4 2021 and held it in 13 quarters. The position peaked at $19.8K in Q4 2022. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Anchor Investment Management reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Anchor Investment Management sold 17 Essex Property Trust shares in Q1 2025, an estimated $4.85K.
  • Anchor Investment Management first reported a position in Essex Property Trust in Q4 2021 and held it in 13 quarters.
  • Anchor Investment Management's Essex Property Trust position peaked at $19.8K in Q4 2022.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.