AWM
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Avior Wealth Management’s Essex Property Trust ESS Stock Holding History

Avior Wealth 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
-4
Closed -$1.14K – 1239
2024
Q4 		$1.14K Hold
4
– – ﹤0.01% 2190
2024
Q3 		$1.18K Sell
4
-2
-33% -$580 ﹤0.01% 2061
2024
Q2 		$1.63K Sell
6
-10
-63% -$2.57K ﹤0.01% 1969
2024
Q1 		$3.92K Buy
16
+13
+433% +$3.09K ﹤0.01% 2141
2023
Q4 		$743 Sell
3
-189
-98% -$41.7K ﹤0.01% 1397
2023
Q3 		$40.7K Sell
192
-14
-7% -$3.28K ﹤0.01% 796
2023
Q2 		$48.3K Buy
206
+5
+2% +$1.09K ﹤0.01% 768
2023
Q1 		$42K Buy
201
+198
+6,600% +$43.7K ﹤0.01% 813
2022
Q4 		$635 Hold
3
– – ﹤0.01% 1158
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1193
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1117
2022
Q1 		$1K Hold
3
– – ﹤0.01% 1029
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1021
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1088
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1065
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1047
2020
Q4 		$0 Buy
3
+1
+50% +$231 ﹤0.01% 1006
2020
Q3 		$0 Buy
+2
New +$436 ﹤0.01% 955

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 $3.37T AUM 44.26% 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

Avior Wealth Management's ESS Position: Q1 2025 in Review

Avior Wealth Management sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 4 shares — an estimated $1.14K sold.

Avior Wealth Management first reported a position in ESS in Q3 2020 and held it in 18 quarters. The position peaked at $48.3K in Q2 2023. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Avior Wealth Management reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4 Essex Property Trust shares in Q1 2025, an estimated $1.14K.
  • Avior Wealth Management first reported a position in Essex Property Trust in Q3 2020 and held it in 18 quarters.
  • Avior Wealth Management's Essex Property Trust position peaked at $48.3K in Q2 2023.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.