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Independent Order of Foresters’s Essex Property Trust ESS Stock Holding History

Independent Order of Foresters’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
2018
Q2 		– Sell
-3,900
Closed -$939K – 47
2018
Q1 		$939K Sell
3,900
-1,000
-20% -$231K 0.87% 30
2017
Q4 		$1.18M Sell
4,900
-45
-0.9% -$11.4K 1.05% 25
2017
Q3 		$1.26M Hold
4,945
– – 1.04% 26
2017
Q2 		$1.27M Sell
4,945
-4,000
-45% -$1.01M 1.06% 23
2017
Q1 		$2.07M Sell
8,945
-1,100
-11% -$252K 1.77% 18
2016
Q4 		$2.34M Sell
10,045
-1,770
-15% -$383K 1.97% 15
2016
Q3 		$2.63M Sell
11,815
-95
-0.8% -$21.6K 2.16% 13
2016
Q2 		$2.72M Buy
11,910
+9,550
+405% +$2.13M 2.01% 17
2016
Q1 		$552K Buy
2,360
+1,000
+74% +$219K 0.42% 48
2015
Q4 		$326K Sell
1,360
-1,100
-45% -$253K 0.26% 70
2015
Q3 		$550K Hold
2,460
– – 0.47% 48
2015
Q2 		$522K Buy
2,460
+1,350
+122% +$299K 0.5% 50
2015
Q1 		$255K Hold
1,110
– – 0.24% 78
2014
Q4 		$229K Hold
1,110
– – 0.24% 82
2014
Q3 		$198K Sell
1,110
-2,400
-68% -$453K 0.2% 82
2014
Q2 		$649K Buy
3,510
+1,990
+131% +$352K 0.58% 42
2014
Q1 		$258K Hold
1,520
– – 0.24% 79
2013
Q4 		$218K Hold
1,520
– – 0.22% 80
2013
Q3 		$225K Hold
1,520
– – 0.22% 80
2013
Q2 		$242K Buy
+1,520
New +$239K 0.24% 77

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Order of Foresters's ESS Position: Q2 2018 in Review

Independent Order of Foresters sold out of Essex Property Trust (ESS) in Q2 2018, closing a stake of 3,900 shares — an estimated $939K sold.

Independent Order of Foresters first reported a position in ESS in Q2 2013 and held it in 20 quarters. The position peaked at $2.72M in Q2 2016. 463 funds tracked by Wall St. Rank hold ESS as of Q2 2018.

  • Independent Order of Foresters reported no remaining Essex Property Trust position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 3,900 Essex Property Trust shares in Q2 2018, an estimated $939K.
  • Independent Order of Foresters first reported a position in Essex Property Trust in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's Essex Property Trust position peaked at $2.72M in Q2 2016.
  • 463 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.