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Jaffetilchin Investment Partners’s Essex Property Trust ESS Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-150
Closed -$44.2K – 649
2024
Q3 		$44.2K Buy
+150
New +$43.5K ﹤0.01% 608
2016
Q2 		– Sell
-2,063
Closed -$482K – 223
2016
Q1 		$482K Buy
+2,063
New +$453K 0.15% 84

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jaffetilchin Investment Partners's ESS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 150 shares — an estimated $44.2K sold.

Jaffetilchin Investment Partners first reported a position in ESS in Q1 2016 and held it in 2 quarters. The position peaked at $482K in Q1 2016. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 150 Essex Property Trust shares in Q4 2024, an estimated $44.2K.
  • Jaffetilchin Investment Partners first reported a position in Essex Property Trust in Q1 2016 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Essex Property Trust position peaked at $482K in Q1 2016.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.