Essex Financial Services’s abrdn Global Premier Properties Fund AWP Stock Holding History

Essex Financial Services’s Portfolio AWP Stock Details AWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,822	Closed	-$44K	–	799
2025 Q4	$44K	Hold	3,822	–	–	﹤0.01%	782
2025 Q3	$45.5K	Hold	3,822	–	–	﹤0.01%	747
2025 Q2	$45.4K	Hold	3,822	–	–	﹤0.01%	687
2025 Q1	$44.5K	Buy	+3,822	New	+$45K	﹤0.01%	630
2019 Q3	–	Sell	-5,000	Closed	-$94K	–	252
2019 Q2	$94K	Hold	5,000	–	–	0.03%	238
2019 Q1	$90K	Hold	5,000	–	–	0.03%	234
2018 Q4	$75K	Hold	5,000	–	–	0.02%	247
2018 Q3	$91K	Buy	+5,000	New	+$94.3K	0.02%	288
2018 Q2	–	Sell	-3,333	Closed	-$62K	–	284
2018 Q1	$62K	Buy	+3,333	New	+$64.7K	0.01%	354
2017 Q4	–	Sell	-3,333	Closed	-$66K	–	284
2017 Q3	$66K	Hold	3,333	–	–	0.02%	281
2017 Q2	$63K	Buy	+3,333	New	+$60.9K	0.01%	349

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Essex Financial Services's AWP Position: Q1 2026 in Review

Essex Financial Services sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2026, closing a stake of 3,822 shares — an estimated $44K sold.

Essex Financial Services first reported a position in AWP in Q2 2017 and held it in 11 quarters. The position peaked at $94K in Q2 2019. 80 funds tracked by Wall St. Rank hold AWP as of Q1 2026.

Essex Financial Services reported no remaining abrdn Global Premier Properties Fund position as of Q1 2026 after selling out during the quarter.
Essex Financial Services sold 3,822 abrdn Global Premier Properties Fund shares in Q1 2026, an estimated $44K.
Essex Financial Services first reported a position in abrdn Global Premier Properties Fund in Q2 2017 and held it in 11 quarters.
Essex Financial Services's abrdn Global Premier Properties Fund position peaked at $94K in Q2 2019.
80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.