Financial Network Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Financial Network Wealth 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
2024 Q4	–	Sell	-4	Closed	-$1.18K	–	595
2024 Q3	$1.18K	Sell	4 -4	-50%	-$1.16K	﹤0.01%	728
2024 Q2	$2.21K	Buy	+8	New	+$2.05K	﹤0.01%	719

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Financial Network Wealth Advisors's ESS Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 4 shares — an estimated $1.18K sold.

Financial Network Wealth Advisors first reported a position in ESS in Q2 2024 and held it in 2 quarters. The position peaked at $2.21K in Q2 2024. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

Financial Network Wealth Advisors reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 4 Essex Property Trust shares in Q4 2024, an estimated $1.18K.
Financial Network Wealth Advisors first reported a position in Essex Property Trust in Q2 2024 and held it in 2 quarters.
Financial Network Wealth Advisors's Essex Property Trust position peaked at $2.21K in Q2 2024.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.