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Bleakley Financial Group’s Essex Property Trust ESS Stock Holding History

Bleakley Financial Group’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
-920
Closed -$263K – 654
2024
Q4 		$263K Sell
920
-16
-2% -$4.73K 0.01% 846
2024
Q3 		$277K Buy
936
+57
+6% +$16.5K 0.01% 809
2024
Q2 		$239K Sell
879
-15
-2% -$3.85K 0.01% 831
2024
Q1 		$219K Sell
894
-17
-2% -$4.05K 0.01% 861
2023
Q4 		$226K Sell
911
-84
-8% -$18.5K 0.01% 821
2023
Q3 		$211K Sell
995
-96
-9% -$22.5K 0.01% 790
2023
Q2 		$256K Buy
1,091
+77
+8% +$16.8K 0.01% 771
2023
Q1 		$212K Buy
+1,014
New +$224K 0.01% 809

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's ESS Position: Q1 2025 in Review

Bleakley Financial Group sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 920 shares — an estimated $263K sold.

Bleakley Financial Group first reported a position in ESS in Q1 2023 and held it in 8 quarters. The position peaked at $277K in Q3 2024. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Bleakley Financial Group reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 920 Essex Property Trust shares in Q1 2025, an estimated $263K.
  • Bleakley Financial Group first reported a position in Essex Property Trust in Q1 2023 and held it in 8 quarters.
  • Bleakley Financial Group's Essex Property Trust position peaked at $277K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.