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Freedom Investment Management’s Essex Property Trust ESS Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-1,240
Closed -$429K – 763
2022
Q1 		$429K Buy
+1,240
New +$414K 0.04% 509

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Freedom Investment Management's ESS Position: Q2 2022 in Review

Freedom Investment Management sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 1,240 shares — an estimated $429K sold.

Freedom Investment Management first reported a position in ESS in Q1 2022 and held it in 1 quarter. The position peaked at $429K in Q1 2022. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

  • Freedom Investment Management reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 1,240 Essex Property Trust shares in Q2 2022, an estimated $429K.
  • Freedom Investment Management first reported a position in Essex Property Trust in Q1 2022 and held it in 1 quarter.
  • Freedom Investment Management's Essex Property Trust position peaked at $429K in Q1 2022.
  • 543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.