Atom Investors’s Essex Property Trust ESS Stock Holding History

Atom Investors’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
2021 Q1	–	Sell	-930	Closed	-$221K	–	300
2020 Q4	$221K	Buy	+930	New	+$215K	0.02%	306
2019 Q3	–	Sell	-2,253	Closed	-$658K	–	322
2019 Q2	$658K	Buy	+2,253	New	+$649K	0.04%	284
2019 Q1	–	Sell	-5,666	Closed	-$1.39M	–	566
2018 Q4	$1.39M	Buy	+5,666	New	+$1.43M	0.14%	231

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atom Investors's ESS Position: Q1 2021 in Review

Atom Investors sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 930 shares — an estimated $221K sold.

Atom Investors first reported a position in ESS in Q4 2018 and held it in 3 quarters. The position peaked at $1.39M in Q4 2018. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

Atom Investors reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
Atom Investors sold 930 Essex Property Trust shares in Q1 2021, an estimated $221K.
Atom Investors first reported a position in Essex Property Trust in Q4 2018 and held it in 3 quarters.
Atom Investors's Essex Property Trust position peaked at $1.39M in Q4 2018.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Atom Investors's 13F filing for Q1 2021, filed 17 May 2021.