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Industrial Alliance Investment Management’s Essex Property Trust ESS Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-2,163
Closed -$452K – 272
2023
Q1 		$452K Buy
2,163
+2,152
+19,564% +$475K 0.01% 368
2022
Q4 		$2K Buy
+11
New +$2.4K ﹤0.01% 432

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Industrial Alliance Investment Management's ESS Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Essex Property Trust (ESS) in Q2 2023, closing a stake of 2,163 shares — an estimated $452K sold.

Industrial Alliance Investment Management first reported a position in ESS in Q4 2022 and held it in 2 quarters. The position peaked at $452K in Q1 2023. 528 funds tracked by Wall St. Rank hold ESS as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Essex Property Trust position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,163 Essex Property Trust shares in Q2 2023, an estimated $452K.
  • Industrial Alliance Investment Management first reported a position in Essex Property Trust in Q4 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Essex Property Trust position peaked at $452K in Q1 2023.
  • 528 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.