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Institutional & Family Asset Management’s Essex Property Trust ESS Stock Holding History

Institutional & Family 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
Q2 		$1.09K Buy
+4
New +$1.03K ﹤0.01% 628
2022
Q4 		– Sell
-34
Closed -$8K – 746
2022
Q3 		$8K Hold
34
– – ﹤0.01% 406
2022
Q2 		$9K Hold
34
– – ﹤0.01% 400
2022
Q1 		$12K Hold
34
– – ﹤0.01% 417
2021
Q4 		$12K Sell
34
-3
-8% -$1.02K ﹤0.01% 418
2021
Q3 		$12K Hold
37
– – ﹤0.01% 524
2021
Q2 		$11K Hold
37
– – ﹤0.01% 573
2021
Q1 		$10K Hold
37
– – ﹤0.01% 563
2020
Q4 		$9K Buy
37
+4
+12% +$923 ﹤0.01% 553
2020
Q3 		$7K Buy
33
+4
+14% +$871 ﹤0.01% 539
2020
Q2 		$7K Sell
29
-7
-19% -$1.68K ﹤0.01% 534
2020
Q1 		$8K Buy
36
+7
+24% +$2.01K ﹤0.01% 480
2019
Q4 		$9K Buy
29
+4
+16% +$1.26K ﹤0.01% 517
2019
Q3 		$8K Sell
25
-3
-11% -$938 ﹤0.01% 502
2019
Q2 		$8K Hold
28
– – ﹤0.01% 526
2019
Q1 		$8K Hold
28
– – ﹤0.01% 537
2018
Q4 		$7K Sell
28
-5
-15% -$1.26K ﹤0.01% 527
2018
Q3 		$8K Hold
33
– – ﹤0.01% 552
2018
Q2 		$8K Hold
33
– – ﹤0.01% 558
2018
Q1 		$8K Buy
+33
New +$7.61K ﹤0.01% 538

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institutional & Family Asset Management's ESS Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Essex Property Trust (ESS) in Q2 2024: 4 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in ESS as recently as Q3 2022.

Institutional & Family Asset Management first reported a position in ESS in Q1 2018 and has held it in 20 quarters since. The position peaked at $12K in Q1 2022. 580 funds tracked by Wall St. Rank hold ESS as of Q2 2024.

  • Institutional & Family Asset Management held 4 shares of Essex Property Trust worth $1.09K as of Q2 2024.
  • Essex Property Trust was a new Institutional & Family Asset Management position in Q2 2024.
  • Essex Property Trust made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #628 holding.
  • Institutional & Family Asset Management first reported a position in Essex Property Trust in Q1 2018 and has held it in 20 quarters since.
  • Institutional & Family Asset Management's Essex Property Trust position peaked at $12K in Q1 2022.
  • 580 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.