Glen Eagle Advisors’s Essex Property Trust ESS Stock Holding History

Glen Eagle Advisors’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
2021 Q4	–	Sell	-3	Closed	-$959	–	985
2021 Q3	$959	Hold	3	–	–	﹤0.01%	988
2021 Q2	$900	Hold	3	–	–	﹤0.01%	973
2021 Q1	$816	Hold	3	–	–	﹤0.01%	948
2020 Q4	$712	Hold	3	–	–	﹤0.01%	927
2020 Q3	$602	Hold	3	–	–	﹤0.01%	874
2020 Q2	$688	Hold	3	–	–	﹤0.01%	834
2020 Q1	$661	Sell	3 -33	-92%	-$9.48K	﹤0.01%	777
2019 Q4	$10.8K	Hold	36	–	–	0.01%	567
2019 Q3	$11.8K	Buy	36 +3	+9%	+$938	0.01%	488
2019 Q2	$9.63K	Hold	33	–	–	0.01%	503
2019 Q1	$9.54K	Hold	33	–	–	0.01%	488
2018 Q4	$8.09K	Hold	33	–	–	0.01%	488
2018 Q3	$8.14K	Hold	33	–	–	0.01%	493
2018 Q2	$7.89K	Hold	33	–	–	0.01%	493
2018 Q1	$7.94K	Hold	33	–	–	0.01%	463
2017 Q4	$7.96K	Hold	33	–	–	0.01%	463
2017 Q3	$8.38K	Hold	33	–	–	0.01%	458
2017 Q2	$8.49K	Hold	33	–	–	0.01%	415
2017 Q1	$7.64K	Hold	33	–	–	0.01%	411
2016 Q4	$7.67K	Buy	+33	New	+$7.13K	0.01%	393

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Glen Eagle Advisors's ESS Position: Q4 2021 in Review

Glen Eagle Advisors sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 3 shares — an estimated $959 sold.

Glen Eagle Advisors first reported a position in ESS in Q4 2016 and held it in 20 quarters. The position peaked at $11.8K in Q3 2019. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

Glen Eagle Advisors reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
Glen Eagle Advisors sold 3 Essex Property Trust shares in Q4 2021, an estimated $959.
Glen Eagle Advisors first reported a position in Essex Property Trust in Q4 2016 and held it in 20 quarters.
Glen Eagle Advisors's Essex Property Trust position peaked at $11.8K in Q3 2019.
559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.