JWM
ESS icon

Janiczek Wealth Management’s Essex Property Trust ESS Stock Holding History

Janiczek Wealth Management’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
2023
Q1 		– Sell
-3
Closed -$662 – 1029
2022
Q4 		$662 Hold
3
– – ﹤0.01% 889
2022
Q3 		$1K Hold
3
– – ﹤0.01% 830
2022
Q2 		$1K Hold
3
– – ﹤0.01% 858
2022
Q1 		$1K Hold
3
– – ﹤0.01% 856
2021
Q4 		$1K Hold
3
– – ﹤0.01% 910
2021
Q3 		$1K Hold
3
– – ﹤0.01% 886
2021
Q2 		$1K Hold
3
– – ﹤0.01% 836
2021
Q1 		$1K Hold
3
– – ﹤0.01% 798
2020
Q4 		$1K Buy
+3
New +$692 ﹤0.01% 727
2019
Q3 		– Sell
-50
Closed -$15K – 174
2019
Q2 		$15K Buy
+50
New +$14.4K 0.01% 123

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return