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iA Global Asset Management’s Essex Property Trust ESS Stock Holding History

iA Global Asset Management’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
2024
Q4 		– Sell
-2,098
Closed -$620K – 459
2024
Q3 		$620K Sell
2,098
-5
-0.2% -$1.45K 0.01% 368
2024
Q2 		$572K Buy
+2,103
New +$540K 0.01% 342
2024
Q1 		– Sell
-2,495
Closed -$619K – 479
2023
Q4 		$619K Sell
2,495
-382
-13% -$84.3K 0.01% 334
2023
Q3 		$610K Sell
2,877
-222
-7% -$52K 0.02% 325
2023
Q2 		$726K Buy
+3,099
New +$677K 0.02% 313

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

iA Global Asset Management's ESS Position: Q4 2024 in Review

iA Global Asset Management sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 2,098 shares — an estimated $620K sold.

iA Global Asset Management first reported a position in ESS in Q2 2023 and held it in 5 quarters. The position peaked at $726K in Q2 2023. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

  • iA Global Asset Management reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
  • iA Global Asset Management sold 2,098 Essex Property Trust shares in Q4 2024, an estimated $620K.
  • iA Global Asset Management first reported a position in Essex Property Trust in Q2 2023 and held it in 5 quarters.
  • iA Global Asset Management's Essex Property Trust position peaked at $726K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on iA Global Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.