IndexIQ Advisors’s Essex Property Trust ESS Stock Holding History

IndexIQ 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
2022 Q1	$378K	Sell	1,095 -10,986	-91%	-$3.67M	0.01%	907
2021 Q4	$4.25M	Buy	12,081 +479	+4%	+$163K	0.14%	115
2021 Q3	$3.71M	Sell	11,602 -105	-0.9%	-$34K	0.12%	136
2021 Q2	$3.51M	Buy	11,707 +71	+0.6%	+$20.9K	0.12%	140
2021 Q1	$3.16M	Buy	11,636 +10,723	+1,174%	+$2.78M	0.11%	157
2020 Q4	$217K	Buy	913 +426	+87%	+$98.3K	0.01%	881
2020 Q3	$98K	Buy	487 +291	+148%	+$63.4K	﹤0.01%	930
2020 Q2	$45K	Buy	196 +173	+752%	+$41.5K	﹤0.01%	939
2020 Q1	$5K	Buy	23 +2	+10%	+$575	﹤0.01%	886
2019 Q4	$6K	Buy	+21	New	+$6.63K	﹤0.01%	707

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

IndexIQ Advisors's ESS Position: Q1 2022 in Review

IndexIQ Advisors reduced its Essex Property Trust (ESS) stake by 91% in Q1 2022, selling an estimated $3.67M and leaving 1,095 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #907.

IndexIQ Advisors first reported a position in ESS in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.25M in Q4 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

IndexIQ Advisors held 1,095 shares of Essex Property Trust worth $378K as of Q1 2022.
IndexIQ Advisors sold 10,986 Essex Property Trust shares in Q1 2022, an estimated $3.67M.
Essex Property Trust made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #907 holding.
IndexIQ Advisors first reported a position in Essex Property Trust in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Essex Property Trust position peaked at $4.25M in Q4 2021.
560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.