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Cassady Schiller Wealth Management’s Essex Property Trust ESS Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$856 Buy
+3
New +$886 ﹤0.01% 834
2022
Q1 		– Sell
-80
Closed -$28K – 267
2021
Q4 		$28K Buy
+80
New +$27.2K 0.02% 246

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's ESS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Essex Property Trust (ESS) in Q4 2024: 3 shares worth $856. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ESS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ESS in Q4 2021 and has held it in 2 quarters since. The position peaked at $28K in Q4 2021. 628 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Essex Property Trust worth $856 as of Q4 2024.
  • Essex Property Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Essex Property Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #834 holding.
  • Cassady Schiller Wealth Management first reported a position in Essex Property Trust in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Essex Property Trust position peaked at $28K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.