FFS
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Founders Financial Securities’s Essex Property Trust ESS Stock Holding History

Founders Financial Securities’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 		– Sell
-6,438
Closed -$1.35M – 326
2023
Q1 		$1.35M Buy
6,438
+259
+4% +$57.1K 0.19% 106
2022
Q4 		$1.31M Buy
6,179
+2,049
+50% +$448K 0.21% 101
2022
Q3 		$1M Buy
+4,130
New +$1.12M 0.18% 115
2022
Q2 		– Sell
-3,997
Closed -$1.38M – 274
2022
Q1 		$1.38M Sell
3,997
-183
-4% -$61.1K 0.24% 85
2021
Q4 		$1.47M Buy
4,180
+208
+5% +$70.8K 0.26% 80
2021
Q3 		$1.27M Buy
3,972
+232
+6% +$75.1K 0.26% 80
2021
Q2 		$1.12M Buy
3,740
+168
+5% +$49.5K 0.22% 97
2021
Q1 		$971K Buy
3,572
+47
+1% +$12.2K 0.22% 95
2020
Q4 		$837K Buy
+3,525
New +$813K 0.2% 93
2020
Q3 		– Sell
-3,379
Closed -$774K – 177
2020
Q2 		$774K Buy
+3,379
New +$810K 0.25% 73

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Founders Financial Securities's ESS Position: Q2 2023 in Review

Founders Financial Securities sold out of Essex Property Trust (ESS) in Q2 2023, closing a stake of 6,438 shares — an estimated $1.35M sold.

Founders Financial Securities first reported a position in ESS in Q2 2020 and held it in 10 quarters. The position peaked at $1.47M in Q4 2021. 528 funds tracked by Wall St. Rank hold ESS as of Q2 2023.

  • Founders Financial Securities reported no remaining Essex Property Trust position as of Q2 2023 after selling out during the quarter.
  • Founders Financial Securities sold 6,438 Essex Property Trust shares in Q2 2023, an estimated $1.35M.
  • Founders Financial Securities first reported a position in Essex Property Trust in Q2 2020 and held it in 10 quarters.
  • Founders Financial Securities's Essex Property Trust position peaked at $1.47M in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.

Based on Founders Financial Securities's 13F filing for Q2 2023, filed 11 Aug 2023.