FourThought Financial Partners’s Essex Property Trust ESS Stock Holding History

FourThought Financial Partners’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	-680	Closed	-$201K	–	321
2024 Q3	$201K	Sell	680 -171	-20%	-$49.6K	0.02%	170
2024 Q2	$232K	Sell	851 -3,468	-80%	-$890K	0.03%	169
2024 Q1	$1.06M	Sell	4,319 -64	-1%	-$15.2K	0.12%	124
2023 Q4	$1.09M	Sell	4,383 -125	-3%	-$27.6K	0.14%	118
2023 Q3	$956K	Sell	4,508 -6	-0.1%	-$1.41K	0.13%	120
2023 Q2	$1.06M	Sell	4,514 -2,001	-31%	-$437K	0.14%	114
2023 Q1	$1.36M	Buy	6,515 +1,155	+22%	+$255K	0.19%	102
2022 Q4	$1.14M	Buy	+5,360	New	+$1.17M	0.16%	111

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's ESS Position: Q4 2024 in Review

FourThought Financial Partners sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 680 shares — an estimated $201K sold.

FourThought Financial Partners first reported a position in ESS in Q4 2022 and held it in 8 quarters. The position peaked at $1.36M in Q1 2023. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

FourThought Financial Partners reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
FourThought Financial Partners sold 680 Essex Property Trust shares in Q4 2024, an estimated $201K.
FourThought Financial Partners first reported a position in Essex Property Trust in Q4 2022 and held it in 8 quarters.
FourThought Financial Partners's Essex Property Trust position peaked at $1.36M in Q1 2023.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on FourThought Financial Partners's 13F filing for Q4 2024, filed 4 Feb 2025.