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

Copeland 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
2021
Q1 		– Sell
-8
Closed -$2K – 280
2020
Q4 		$2K Hold
8
– – ﹤0.01% 258
2020
Q3 		$2K Hold
8
– – ﹤0.01% 232
2020
Q2 		$2K Hold
8
– – ﹤0.01% 221
2020
Q1 		$2K Buy
8
+2
+33% +$575 ﹤0.01% 217
2019
Q4 		$2K Hold
6
– – ﹤0.01% 245
2019
Q3 		$2K Hold
6
– – ﹤0.01% 237
2019
Q2 		$2K Hold
6
– – ﹤0.01% 239
2019
Q1 		$2K Hold
6
– – ﹤0.01% 230
2018
Q4 		$1K Buy
+6
New +$1.51K ﹤0.01% 257

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Copeland Capital Management's ESS Position: Q1 2021 in Review

Copeland Capital Management sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in ESS in Q4 2018 and held it in 9 quarters. The position peaked at $2K in Q4 2020. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

  • Copeland Capital Management reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
  • Copeland Capital Management sold 8 Essex Property Trust shares in Q1 2021, an estimated $2K.
  • Copeland Capital Management first reported a position in Essex Property Trust in Q4 2018 and held it in 9 quarters.
  • Copeland Capital Management's Essex Property Trust position peaked at $2K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Copeland Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.