First Capital Advisors Group’s Essex Property Trust ESS Stock Holding History

First Capital Advisors Group’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
2023 Q2	$16.2K	Buy	+69	New	+$15.1K	0.01%	461
2018 Q2	–	Sell	-7	Closed	-$2K	–	346
2018 Q1	$2K	Buy	+7	New	+$1.61K	﹤0.01%	727

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Capital Advisors Group's ESS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Essex Property Trust (ESS) in Q2 2023: 69 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in ESS as recently as Q1 2018.

First Capital Advisors Group first reported a position in ESS in Q1 2018 and has held it in 2 quarters since. 528 funds tracked by Wall St. Rank hold ESS as of Q2 2023.

First Capital Advisors Group held 69 shares of Essex Property Trust worth $16.2K as of Q2 2023.
Essex Property Trust was a new First Capital Advisors Group position in Q2 2023.
Essex Property Trust made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #461 holding.
First Capital Advisors Group first reported a position in Essex Property Trust in Q1 2018 and has held it in 2 quarters since.
528 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.