Blueprint Investment Partners’s Essex Property Trust ESS Stock Holding History

Blueprint Investment Partners’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
2022 Q2	–	Sell	-438	Closed	-$151K	–	173
2022 Q1	$151K	Sell	438 -226	-34%	-$75.5K	0.04%	189
2021 Q4	$234K	Buy	664 +161	+32%	+$54.8K	0.06%	174
2021 Q3	$161K	Buy	+503	New	+$163K	0.08%	149

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blueprint Investment Partners's ESS Position: Q2 2022 in Review

Blueprint Investment Partners sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 438 shares — an estimated $151K sold.

Blueprint Investment Partners first reported a position in ESS in Q3 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

Blueprint Investment Partners reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
Blueprint Investment Partners sold 438 Essex Property Trust shares in Q2 2022, an estimated $151K.
Blueprint Investment Partners first reported a position in Essex Property Trust in Q3 2021 and held it in 3 quarters.
Blueprint Investment Partners's Essex Property Trust position peaked at $234K in Q4 2021.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Blueprint Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.