Crewe Advisors’s Essex Property Trust ESS Stock Holding History

Crewe Advisors’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	–	Sell	-19	Closed	-$5.61K	–	700
2024 Q3	$5.61K	Hold	19	–	–	﹤0.01%	561
2024 Q2	$5.17K	Hold	19	–	–	﹤0.01%	794
2024 Q1	$4.65K	Buy	+19	New	+$4.52K	﹤0.01%	741
2022 Q4	–	Sell	-33	Closed	-$8K	–	1103
2022 Q3	$8K	Hold	33	–	–	﹤0.01%	721
2022 Q2	$9K	Buy	+33	New	+$9.99K	﹤0.01%	620
2019 Q1	–	Sell	-3,360	Closed	-$824K	–	255
2018 Q4	$824K	Buy	3,360 +1	+0%	+$252	0.26%	23
2018 Q3	$829K	Sell	3,359 -657	-16%	-$158K	0.7%	19
2018 Q2	$960K	Buy	4,016 +1	+0%	+$238	0.89%	16
2018 Q1	$966K	Buy	4,015 +2	+0%	+$461	0.95%	16
2017 Q4	$969K	Buy	+4,013	New	+$1.01M	0.95%	16

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crewe Advisors's ESS Position: Q4 2024 in Review

Crewe Advisors sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 19 shares — an estimated $5.61K sold.

Crewe Advisors first reported a position in ESS in Q4 2017 and held it in 10 quarters. The position peaked at $969K in Q4 2017. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

Crewe Advisors reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 19 Essex Property Trust shares in Q4 2024, an estimated $5.61K.
Crewe Advisors first reported a position in Essex Property Trust in Q4 2017 and held it in 10 quarters.
Crewe Advisors's Essex Property Trust position peaked at $969K in Q4 2017.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.