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Belpointe Asset Management’s Essex Property Trust ESS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-33
Closed -$6.91K – 1414
2023
Q1 		$6.91K Sell
33
-43
-57% -$9.48K ﹤0.01% 2890
2022
Q4 		$16.1K Buy
+76
New +$16.6K ﹤0.01% 2335

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Belpointe Asset Management's ESS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Essex Property Trust (ESS) in Q2 2023, closing a stake of 33 shares — an estimated $6.91K sold.

Belpointe Asset Management first reported a position in ESS in Q4 2022 and held it in 2 quarters. The position peaked at $16.1K in Q4 2022. 528 funds tracked by Wall St. Rank hold ESS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Essex Property Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 33 Essex Property Trust shares in Q2 2023, an estimated $6.91K.
  • Belpointe Asset Management first reported a position in Essex Property Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Essex Property Trust position peaked at $16.1K in Q4 2022.
  • 528 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.