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IRON Financial’s Essex Property Trust ESS Stock Holding History

IRON Financial’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
Q3 		– Sell
-2,895
Closed -$788K – 115
2024
Q2 		$788K Buy
2,895
+25
+0.9% +$6.42K 0.44% 47
2024
Q1 		$703K Buy
2,870
+118
+4% +$28.1K 0.39% 52
2023
Q4 		$682K Sell
2,752
-24
-0.9% -$5.29K 0.39% 46
2023
Q3 		$589K Buy
+2,776
New +$651K 0.34% 55

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IRON Financial's ESS Position: Q3 2024 in Review

IRON Financial sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 2,895 shares — an estimated $788K sold.

IRON Financial first reported a position in ESS in Q3 2023 and held it in 4 quarters. The position peaked at $788K in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • IRON Financial reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • IRON Financial sold 2,895 Essex Property Trust shares in Q3 2024, an estimated $788K.
  • IRON Financial first reported a position in Essex Property Trust in Q3 2023 and held it in 4 quarters.
  • IRON Financial's Essex Property Trust position peaked at $788K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on IRON Financial's 13F filing for Q3 2024, filed 28 Oct 2024.