Gerstein Fisher’s Essex Property Trust ESS Stock Holding History

Gerstein Fisher’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
2016 Q3	$377K	Buy	1,691 +1	+0.1%	+$227	0.05%	294
2016 Q2	$385K	Buy	1,690 +7	+0.4%	+$1.56K	0.05%	268
2016 Q1	$394K	Buy	1,683 +31	+2%	+$6.8K	0.05%	261
2015 Q4	$396K	Sell	1,652 -75	-4%	-$17.2K	0.06%	265
2015 Q3	$386K	Buy	1,727 +10	+0.6%	+$2.21K	0.06%	268
2015 Q2	$365K	Sell	1,717 -7	-0.4%	-$1.55K	0.06%	285
2015 Q1	$396K	Buy	1,724 +86	+5%	+$19.5K	0.07%	267
2014 Q4	$344K	Buy	+1,638	New	+$324K	0.06%	274

Other funds holding ESS

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

Gerstein Fisher's ESS Position: Q3 2016 in Review

Gerstein Fisher increased its Essex Property Trust (ESS) stake by 0.06% in Q3 2016, buying an estimated $227 and bringing the position to 1,691 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #294.

Gerstein Fisher first reported a position in ESS in Q4 2014 and has held it in 8 quarters since. The position peaked at $396K in Q4 2015. 415 funds tracked by Wall St. Rank hold ESS as of Q3 2016.

Gerstein Fisher held 1,691 shares of Essex Property Trust worth $377K as of Q3 2016.
Gerstein Fisher bought 1 Essex Property Trust share in Q3 2016, an estimated $227.
Essex Property Trust made up 0.05% of Gerstein Fisher's portfolio in Q3 2016, its #294 holding.
Gerstein Fisher first reported a position in Essex Property Trust in Q4 2014 and has held it in 8 quarters since.
Gerstein Fisher's Essex Property Trust position peaked at $396K in Q4 2015.
415 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.