EWM
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Edge Wealth Management’s Essex Property Trust ESS Stock Holding History

Edge 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
2022
Q1 		– Sell
-7
Closed -$2K – 221
2021
Q4 		$2K Hold
7
– – ﹤0.01% 420
2021
Q3 		$2K Buy
+7
New +$2.27K ﹤0.01% 431

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edge Wealth Management's ESS Position: Q1 2022 in Review

Edge Wealth Management sold out of Essex Property Trust (ESS) in Q1 2022, closing a stake of 7 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in ESS in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

  • Edge Wealth Management reported no remaining Essex Property Trust position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 7 Essex Property Trust shares in Q1 2022, an estimated $2K.
  • Edge Wealth Management first reported a position in Essex Property Trust in Q3 2021 and held it in 2 quarters.
  • Edge Wealth Management's Essex Property Trust position peaked at $2K in Q4 2021.
  • 560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.