BTR Capital Management’s Essex Property Trust ESS Stock Holding History

BTR Capital 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
2019 Q2	–	Sell	-1,325	Closed	-$383K	–	173
2019 Q1	$383K	Hold	1,325	–	–	0.07%	119
2018 Q4	$325K	Hold	1,325	–	–	0.07%	132
2018 Q3	$327K	Hold	1,325	–	–	0.06%	129
2018 Q2	$317K	Hold	1,325	–	–	0.06%	109
2018 Q1	$319K	Sell	1,325 -326	-20%	-$75.2K	0.06%	112
2017 Q4	$399K	Buy	1,651 +75	+5%	+$18.9K	0.08%	109
2017 Q3	$400K	Sell	1,576 -11	-0.7%	-$2.87K	0.08%	107
2017 Q2	$408K	Buy	1,587 +11	+0.7%	+$2.77K	0.08%	107
2017 Q1	$365K	Hold	1,576	–	–	0.08%	113
2016 Q4	$351K	Hold	1,576	–	–	0.08%	127
2016 Q3	$351K	Buy	+1,576	New	+$358K	0.08%	127

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BTR Capital Management's ESS Position: Q2 2019 in Review

BTR Capital Management sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 1,325 shares — an estimated $383K sold.

BTR Capital Management first reported a position in ESS in Q3 2016 and held it in 11 quarters. The position peaked at $408K in Q2 2017. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

BTR Capital Management reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
BTR Capital Management sold 1,325 Essex Property Trust shares in Q2 2019, an estimated $383K.
BTR Capital Management first reported a position in Essex Property Trust in Q3 2016 and held it in 11 quarters.
BTR Capital Management's Essex Property Trust position peaked at $408K in Q2 2017.
488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on BTR Capital Management's 13F filing for Q2 2019, filed 18 Jul 2019.