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Itau Unibanco Holding S.A.’s Essex Property Trust ESS Stock Holding History

Itau Unibanco Holding S.A.’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
2026
Q1 		– Sell
-51
Closed -$13.2K – 380
2025
Q4 		$13.2K Buy
+51
New +$13.2K ﹤0.01% 292
2024
Q1 		– Sell
-2,300
Closed -$581K – 201
2023
Q4 		$581K Buy
+2,300
New +$507K 0.02% 126
2020
Q2 		– Sell
-347
Closed -$76K – 244
2020
Q1 		$76K Sell
347
-375
-52% -$108K 0.01% 160
2019
Q4 		$217K Buy
+722
New +$228K 0.01% 216
2019
Q3 		– Sell
-1,636
Closed -$478K – 427
2019
Q2 		$478K Buy
1,636
+1,127
+221% +$325K 0.02% 301
2019
Q1 		$125K Hold
509
– – 0.01% 308
2018
Q4 		$125K Buy
+509
New +$128K 0.01% 308

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return