Elm Advisors’s Essex Property Trust ESS Stock Holding History

Elm 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
2021 Q1	–	Sell	-25	Closed	-$6K	–	148
2020 Q4	$6K	Buy	+25	New	+$5.77K	﹤0.01%	251
2018 Q4	–	Sell	-75	Closed	-$19K	–	141
2018 Q3	$19K	Buy	+75	New	+$18.1K	0.01%	224

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Elm Advisors's ESS Position: Q1 2021 in Review

Elm Advisors sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 25 shares — an estimated $6K sold.

Elm Advisors first reported a position in ESS in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

Elm Advisors reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 25 Essex Property Trust shares in Q1 2021, an estimated $6K.
Elm Advisors first reported a position in Essex Property Trust in Q3 2018 and held it in 2 quarters.
Elm Advisors's Essex Property Trust position peaked at $19K in Q3 2018.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.