HWA
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HHM Wealth Advisors’s Essex Property Trust ESS Stock Holding History

HHM 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
Q2 		– Sell
-10
Closed -$3.07K – 885
2025
Q1 		$3.07K Hold
10
– – ﹤0.01% 714
2024
Q4 		$2.85K Buy
+10
New +$2.95K ﹤0.01% 719
2024
Q2 		– Sell
-41
Closed -$10K – 807
2024
Q1 		$10K Hold
41
– – ﹤0.01% 520
2023
Q4 		$10.2K Hold
41
– – ﹤0.01% 509
2023
Q3 		$8.7K Hold
41
– – ﹤0.01% 529
2023
Q2 		$9.61K Sell
41
-3
-7% -$656 ﹤0.01% 540
2023
Q1 		$9.2K Buy
44
+2
+5% +$441 ﹤0.01% 542
2022
Q4 		$8.9K Buy
42
+10
+31% +$2.19K ﹤0.01% 468
2022
Q3 		$8K Hold
32
– – ﹤0.01% 465
2022
Q2 		$8K Hold
32
– – ﹤0.01% 567
2022
Q1 		$11K Buy
+32
New +$10.7K ﹤0.01% 526

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return