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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

Principal Financial Group

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

Massachusetts Financial Services

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return