Ironwood Financial’s Essex Property Trust ESS Stock Holding History

Ironwood 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
2021 Q4	–	Sell	-103	Closed	-$33K	–	243
2021 Q3	$33K	Hold	103	–	–	0.01%	231
2021 Q2	$31K	Hold	103	–	–	0.01%	233
2021 Q1	$28K	Hold	103	–	–	0.01%	227
2020 Q4	$24K	Hold	103	–	–	0.01%	225
2020 Q3	$21K	Hold	103	–	–	0.01%	185
2020 Q2	$24K	Hold	103	–	–	0.01%	167
2020 Q1	$23K	Hold	103	–	–	0.02%	136
2019 Q4	$31K	Hold	103	–	–	0.01%	159
2019 Q3	$34K	Hold	103	–	–	0.02%	149
2019 Q2	$30K	Hold	103	–	–	0.01%	161
2019 Q1	$30K	Hold	103	–	–	0.02%	157
2018 Q4	$25K	Buy	+103	New	+$26K	0.01%	160

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ironwood Financial's ESS Position: Q4 2021 in Review

Ironwood Financial sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 103 shares — an estimated $33K sold.

Ironwood Financial first reported a position in ESS in Q4 2018 and held it in 12 quarters. The position peaked at $34K in Q3 2019. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

Ironwood Financial reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 103 Essex Property Trust shares in Q4 2021, an estimated $33K.
Ironwood Financial first reported a position in Essex Property Trust in Q4 2018 and held it in 12 quarters.
Ironwood Financial's Essex Property Trust position peaked at $34K in Q3 2019.
559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.