Aperio Group’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.94M | Buy |
20,791
+1,210
| +6% | +$279K | 0.01% | 835 |
|
|
2020
Q3 | $3.93M | Sell |
19,581
-9,403
| -32% | -$2.05M | 0.01% | 818 |
|
|
2020
Q2 | $6.64M | Sell |
28,984
-8,951
| -24% | -$2.15M | 0.02% | 613 |
|
|
2020
Q1 | $8.36M | Buy |
37,935
+2,014
| +6% | +$579K | 0.04% | 476 |
|
|
2019
Q4 | $10.8M | Buy |
35,921
+364
| +1% | +$115K | 0.04% | 480 |
|
|
2019
Q3 | $11.6M | Buy |
35,557
+868
| +3% | +$271K | 0.05% | 433 |
|
|
2019
Q2 | $10.1M | Buy |
34,689
+441
| +1% | +$127K | 0.04% | 475 |
|
|
2019
Q1 | $9.91M | Buy |
34,248
+1,958
| +6% | +$534K | 0.04% | 465 |
|
|
2018
Q4 | $7.92M | Buy |
32,290
+1,621
| +5% | +$409K | 0.04% | 477 |
|
|
2018
Q3 | $7.57M | Sell |
30,669
-517
| -2% | -$125K | 0.03% | 538 |
|
|
2018
Q2 | $7.46M | Buy |
31,186
+2,203
| +8% | +$525K | 0.04% | 534 |
|
|
2018
Q1 | $6.97M | Buy |
28,983
+1,482
| +5% | +$342K | 0.03% | 543 |
|
|
2017
Q4 | $6.64M | Sell |
27,501
-2,203
| -7% | -$556K | 0.03% | 546 |
|
|
2017
Q3 | $7.54M | Buy |
29,704
+1,894
| +7% | +$495K | 0.04% | 472 |
|
|
2017
Q2 | $7.16M | Buy |
27,810
+2,756
| +11% | +$693K | 0.04% | 471 |
|
|
2017
Q1 | $5.8M | Buy |
25,054
+4,338
| +21% | +$995K | 0.04% | 497 |
|
|
2016
Q4 | $4.82M | Buy |
20,716
+5,926
| +40% | +$1.28M | 0.04% | 514 |
|
|
2016
Q3 | $3.29M | Buy |
14,790
+1,945
| +15% | +$442K | 0.02% | 673 |
|
|
2016
Q2 | $2.93M | Buy |
12,845
+853
| +7% | +$190K | 0.02% | 683 |
|
|
2016
Q1 | $2.81M | Sell |
11,992
-196
| -2% | -$43K | 0.02% | 670 |
|
|
2015
Q4 | $2.92M | Buy |
12,188
+807
| +7% | +$185K | 0.03% | 620 |
|
|
2015
Q3 | $2.54M | Buy |
11,381
+1,252
| +12% | +$276K | 0.03% | 656 |
|
|
2015
Q2 | $2.15M | Buy |
10,129
+807
| +9% | +$179K | 0.02% | 683 |
|
|
2015
Q1 | $2.14M | Buy |
9,322
+632
| +7% | +$143K | 0.02% | 658 |
|
|
2014
Q4 | $1.79M | Buy |
8,690
+462
| +6% | +$91.5K | 0.02% | 685 |
|
|
2014
Q3 | $1.47M | Buy |
8,228
+700
| +9% | +$132K | 0.02% | 707 |
|
|
2014
Q2 | $1.39M | Buy |
7,528
+3,633
| +93% | +$643K | 0.02% | 715 |
|
|
2014
Q1 | $662K | Buy |
+3,895
| New | +$628K | 0.01% | 1204 |
|
|
2013
Q4 | – | Sell |
-2,905
| Closed | -$446K | – | 1227 |
|
|
2013
Q3 | $429K | Buy |
2,905
+1,072
| +58% | +$166K | 0.01% | 1203 |
|
|
2013
Q2 | $291K | Buy |
+1,833
| New | +$289K | 0.01% | 1288 |
|
Other funds holding ESS
Aperio Group's ESS Position: Q4 2020 in Review
Aperio Group increased its Essex Property Trust (ESS) stake by 6.2% in Q4 2020, buying an estimated $279K and bringing the position to 20,791 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #835.
Aperio Group first reported a position in ESS in Q2 2013 and has held it in 30 quarters since. The position peaked at $11.6M in Q3 2019. 517 funds tracked by Wall St. Rank hold ESS as of Q4 2020.
- Aperio Group held 20,791 shares of Essex Property Trust worth $4.94M as of Q4 2020.
- Aperio Group bought 1,210 Essex Property Trust shares in Q4 2020, an estimated $279K.
- Essex Property Trust made up 0.01% of Aperio Group's portfolio in Q4 2020, its #835 holding.
- Aperio Group first reported a position in Essex Property Trust in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Essex Property Trust position peaked at $11.6M in Q3 2019.
- 517 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.