Heron Financial Group’s Essex Property Trust ESS Stock Holding History

Heron Financial Group’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	-594	Closed	-$205K	–	144
2022 Q1	$205K	Buy	+594	New	+$198K	0.11%	149

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heron Financial Group's ESS Position: Q2 2022 in Review

Heron Financial Group sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 594 shares — an estimated $205K sold.

Heron Financial Group first reported a position in ESS in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

Heron Financial Group reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
Heron Financial Group sold 594 Essex Property Trust shares in Q2 2022, an estimated $205K.
Heron Financial Group first reported a position in Essex Property Trust in Q1 2022 and held it in 1 quarter.
Heron Financial Group's Essex Property Trust position peaked at $205K in Q1 2022.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.