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Integrated Advisors Network’s Essex Property Trust ESS Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-2,539
Closed -$538K – 671
2023
Q3 		$538K Buy
2,539
+33
+1% +$7.74K 0.03% 399
2023
Q2 		$587K Buy
+2,506
New +$548K 0.03% 391

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Advisors Network's ESS Position: Q4 2023 in Review

Integrated Advisors Network sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 2,539 shares — an estimated $538K sold.

Integrated Advisors Network first reported a position in ESS in Q2 2023 and held it in 2 quarters. The position peaked at $587K in Q2 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

  • Integrated Advisors Network reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 2,539 Essex Property Trust shares in Q4 2023, an estimated $538K.
  • Integrated Advisors Network first reported a position in Essex Property Trust in Q2 2023 and held it in 2 quarters.
  • Integrated Advisors Network's Essex Property Trust position peaked at $587K in Q2 2023.
  • 546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.