Berman Capital Advisors’s Essex Property Trust ESS Stock Holding History

Berman Capital Advisors’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 Q3	$45K	Buy	142 +69	+95%	+$22.3K	0.01%	718
2021 Q2	$21K	Buy	73 +15	+26%	+$4.42K	﹤0.01%	884
2021 Q1	$15K	Hold	58	–	–	﹤0.01%	891
2020 Q4	$13K	Sell	58 -11	-16%	-$2.54K	﹤0.01%	812
2020 Q3	$13K	Sell	69 -18	-21%	-$3.92K	﹤0.01%	717
2020 Q2	$19K	Buy	87 +36	+71%	+$8.63K	0.01%	554
2020 Q1	$10K	Buy	51 +47	+1,175%	+$13.5K	﹤0.01%	665
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	1318
2019 Q3	$1K	Hold	4	–	–	﹤0.01%	1311
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	1319
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	1201
2018 Q4	$1K	Buy	+4	New	+$1.01K	﹤0.01%	987

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors's ESS Position: Q3 2021 in Review

Berman Capital Advisors increased its Essex Property Trust (ESS) stake by 95% in Q3 2021, buying an estimated $22.3K and bringing the position to 142 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #718.

Berman Capital Advisors first reported a position in ESS in Q4 2018 and has held it in 12 quarters since. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

Berman Capital Advisors held 142 shares of Essex Property Trust worth $45K as of Q3 2021.
Berman Capital Advisors bought 69 Essex Property Trust shares in Q3 2021, an estimated $22.3K.
Essex Property Trust made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #718 holding.
Berman Capital Advisors first reported a position in Essex Property Trust in Q4 2018 and has held it in 12 quarters since.
523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.