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Heritage Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Heritage Wealth 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
2025
Q1 		– Sell
-2
Closed -$571 – 603
2024
Q4 		$571 Hold
2
– – ﹤0.01% 591
2024
Q3 		$591 Buy
+2
New +$580 ﹤0.01% 586
2024
Q1 		– Sell
-668
Closed -$166K – 552
2023
Q4 		$166K Buy
+668
New +$147K 0.01% 228

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Heritage Wealth Advisors's ESS Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 2 shares — an estimated $571 sold.

Heritage Wealth Advisors first reported a position in ESS in Q4 2023 and held it in 3 quarters. The position peaked at $166K in Q4 2023. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2 Essex Property Trust shares in Q1 2025, an estimated $571.
  • Heritage Wealth Advisors first reported a position in Essex Property Trust in Q4 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's Essex Property Trust position peaked at $166K in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.