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	–	244
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 $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return