FourThought Financial’s Essex Property Trust ESS Stock Holding History

FourThought Financial’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
2022 Q3	$1.18M	Buy	4,871 +2,820	+137%	+$763K	0.17%	102
2022 Q2	$536K	Sell	2,051 -1,104	-35%	-$334K	0.08%	171
2022 Q1	$1.09M	Sell	3,155 -339	-10%	-$113K	0.14%	119
2021 Q4	$1.23M	Buy	3,494 +805	+30%	+$274K	0.15%	113
2021 Q3	$859K	Sell	2,689 -192	-7%	-$62.1K	0.11%	139
2021 Q2	$864K	Buy	2,881 +737	+34%	+$217K	0.12%	150
2021 Q1	$582K	Buy	2,144 +2,055	+2,309%	+$533K	0.08%	183
2020 Q4	$21K	Buy	+89	New	+$20.5K	﹤0.01%	863

Other funds holding ESS

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

FourThought Financial's ESS Position: Q3 2022 in Review

FourThought Financial increased its Essex Property Trust (ESS) stake by 137% in Q3 2022, buying an estimated $763K and bringing the position to 4,871 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #102.

FourThought Financial first reported a position in ESS in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2021. 525 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

FourThought Financial held 4,871 shares of Essex Property Trust worth $1.18M as of Q3 2022.
FourThought Financial bought 2,820 Essex Property Trust shares in Q3 2022, an estimated $763K.
Essex Property Trust made up 0.17% of FourThought Financial's portfolio in Q3 2022, its #102 holding.
FourThought Financial first reported a position in Essex Property Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Essex Property Trust position peaked at $1.23M in Q4 2021.
525 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.