IIM
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Intact Investment Management’s Essex Property Trust ESS Stock Holding History

Intact 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
2025
Q3 		– Hold
0
– – – 293
2025
Q2 		– Sell
-2,300
Closed -$646K – 343
2025
Q1 		$705K Buy
+2,300
New +$672K 0.02% 238
2024
Q1 		– Sell
-8,100
Closed -$2.01M – 265
2023
Q4 		$2.01M Sell
8,100
-9,800
-55% -$2.16M 0.08% 173
2023
Q3 		$3.8M Hold
17,900
– – 0.16% 121
2023
Q2 		$4.19M Buy
+17,900
New +$3.91M 0.17% 123
2020
Q4 		– Sell
-15,400
Closed -$3.09M – 251
2020
Q3 		$3.09M Buy
15,400
+8,600
+126% +$1.87M 0.11% 140
2020
Q2 		$1.56M Buy
+6,800
New +$1.63M 0.06% 167

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State Street
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T. Rowe Price Associates
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Geode Capital Management
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Principal Financial Group
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Daiwa Securities Group
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Massachusetts Financial Services
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Northern Trust
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