Capital Research Global Investors
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Capital Research Global Investors’s Essex Property Trust ESS Stock Holding History

Capital Research Global Investors’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
2020
Q4 		– Sell
-439,405
Closed -$88.2M – 414
2020
Q3 		$88.2M Buy
439,405
+217
+0% +$47.3K 0.03% 280
2020
Q2 		$101M Buy
+439,188
New +$105M 0.03% 262

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors's ESS Position: Q4 2020 in Review

Capital Research Global Investors sold out of Essex Property Trust (ESS) in Q4 2020, closing a stake of 439,405 shares — an estimated $88.2M sold.

Capital Research Global Investors first reported a position in ESS in Q2 2020 and held it in 2 quarters. The position peaked at $101M in Q2 2020. 517 funds tracked by Wall St. Rank hold ESS as of Q4 2020.

  • Capital Research Global Investors reported no remaining Essex Property Trust position as of Q4 2020 after selling out during the quarter.
  • Capital Research Global Investors sold 439,405 Essex Property Trust shares in Q4 2020, an estimated $88.2M.
  • Capital Research Global Investors first reported a position in Essex Property Trust in Q2 2020 and held it in 2 quarters.
  • Capital Research Global Investors's Essex Property Trust position peaked at $101M in Q2 2020.
  • 517 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2020.

Based on Capital Research Global Investors's 13F filing for Q4 2020, filed 12 Feb 2021.