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Dakota Wealth Management’s Essex Property Trust ESS Stock Holding History

Dakota 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
2020
Q4 		– Sell
-1,000
Closed -$201K – 327
2020
Q3 		$201K Buy
+1,000
New +$218K 0.03% 269

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dakota Wealth Management's ESS Position: Q4 2023 in Review

Dakota Wealth Management sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 12,600 shares — an estimated $2.67M sold.

Dakota Wealth Management first reported a position in ESS in Q2 2018 and held it in 21 quarters. The position peaked at $26.5M in Q3 2019. 547 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

  • Dakota Wealth Management reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 12,600 Essex Property Trust shares in Q4 2023, an estimated $2.67M.
  • Dakota Wealth Management first reported a position in Essex Property Trust in Q2 2018 and held it in 21 quarters.
  • Dakota Wealth Management's Essex Property Trust position peaked at $26.5M in Q3 2019.
  • 547 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.