Jupiter Asset Management’s Essex Property Trust ESS Stock Holding History

Jupiter Asset 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
2024 Q4	–	Sell	-2,587	Closed	-$764K	–	417
2024 Q3	$764K	Buy	+2,587	New	+$750K	0.01%	357
2021 Q3	–	Sell	-3,629	Closed	-$1.09M	–	577
2021 Q2	$1.09M	Buy	+3,629	New	+$1.07M	0.01%	433

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Jupiter Asset Management's ESS Position: Q4 2024 in Review

Jupiter Asset Management sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 2,587 shares — an estimated $764K sold.

Jupiter Asset Management first reported a position in ESS in Q2 2021 and held it in 2 quarters. The position peaked at $1.09M in Q2 2021. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

Jupiter Asset Management reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
Jupiter Asset Management sold 2,587 Essex Property Trust shares in Q4 2024, an estimated $764K.
Jupiter Asset Management first reported a position in Essex Property Trust in Q2 2021 and held it in 2 quarters.
Jupiter Asset Management's Essex Property Trust position peaked at $1.09M in Q2 2021.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.