EI
ESS icon

Elkhorn Investments’s Essex Property Trust ESS Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.7M Buy
7,101
+2,586
+57% +$652K 0.89% 94
2017
Q3 		$1.15M Buy
+4,515
New +$1.18M 0.85% 95

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elkhorn Investments's ESS Position: Q4 2017 in Review

Elkhorn Investments increased its Essex Property Trust (ESS) stake by 57% in Q4 2017, buying an estimated $652K and bringing the position to 7,101 shares worth $1.7M. The position accounts for 0.89% of the portfolio, ranked #94.

Elkhorn Investments first reported a position in ESS in Q3 2017 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold ESS as of Q4 2017.

  • Elkhorn Investments held 7,101 shares of Essex Property Trust worth $1.7M as of Q4 2017.
  • Elkhorn Investments bought 2,586 Essex Property Trust shares in Q4 2017, an estimated $652K.
  • Essex Property Trust made up 0.89% of Elkhorn Investments's portfolio in Q4 2017, its #94 holding.
  • Elkhorn Investments first reported a position in Essex Property Trust in Q3 2017 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.