Daniel Sundheim’s Essex Property Trust ESS Stock Holding History

Daniel Sundheim’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	-617,562	Closed	-$124M	–	58
2020 Q3	$124M	Buy	617,562 +54,646	+10%	+$11.9M	0.73%	39
2020 Q2	$129M	Buy	+562,916	New	+$135M	0.96%	28

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daniel Sundheim's ESS Position: Q4 2020 in Review

Daniel Sundheim sold out of Essex Property Trust (ESS) in Q4 2020, closing a stake of 617,562 shares — an estimated $124M sold.

Daniel Sundheim first reported a position in ESS in Q2 2020 and held it in 2 quarters. The position peaked at $129M in Q2 2020. 517 funds tracked by Wall St. Rank hold ESS as of Q4 2020.

Daniel Sundheim reported no remaining Essex Property Trust position as of Q4 2020 after selling out during the quarter.
Daniel Sundheim sold 617,562 Essex Property Trust shares in Q4 2020, an estimated $124M.
Daniel Sundheim first reported a position in Essex Property Trust in Q2 2020 and held it in 2 quarters.
Daniel Sundheim's Essex Property Trust position peaked at $129M in Q2 2020.
517 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2020.

Based on D1 Capital Partners's 13F filing for Q4 2020, filed 16 Feb 2021.