Apexium Financial’s Essex Property Trust ESS Stock Holding History

Apexium Financial’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
2024 Q1	–	Sell	-6,900	Closed	-$1.71M	–	243
2023 Q4	$1.71M	Buy	+6,900	New	+$1.52M	0.12%	84

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Apexium Financial's ESS Position: Q1 2024 in Review

Apexium Financial sold out of Essex Property Trust (ESS) in Q1 2024, closing a stake of 6,900 shares — an estimated $1.71M sold.

Apexium Financial first reported a position in ESS in Q4 2023 and held it in 1 quarter. The position peaked at $1.71M in Q4 2023. 544 funds tracked by Wall St. Rank hold ESS as of Q1 2024.

Apexium Financial reported no remaining Essex Property Trust position as of Q1 2024 after selling out during the quarter.
Apexium Financial sold 6,900 Essex Property Trust shares in Q1 2024, an estimated $1.71M.
Apexium Financial first reported a position in Essex Property Trust in Q4 2023 and held it in 1 quarter.
Apexium Financial's Essex Property Trust position peaked at $1.71M in Q4 2023.
544 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.