BFG
ESS icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return