Kaizen Advisory’s Essex Property Trust ESS Stock Holding History

Kaizen Advisory’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
2018 Q4	$42K	Buy	170 +3	+2%	+$756	0.03%	356
2018 Q3	$41K	Hold	167	–	–	0.02%	379
2018 Q2	$40K	Buy	167 +104	+165%	+$24.8K	0.02%	371
2018 Q1	$15K	Hold	63	–	–	0.01%	384
2017 Q4	$15K	Buy	+63	New	+$15.9K	0.01%	375

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Kaizen Advisory's ESS Position: Q4 2018 in Review

Kaizen Advisory increased its Essex Property Trust (ESS) stake by 1.8% in Q4 2018, buying an estimated $756 and bringing the position to 170 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #356.

Kaizen Advisory first reported a position in ESS in Q4 2017 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

Kaizen Advisory held 170 shares of Essex Property Trust worth $42K as of Q4 2018.
Kaizen Advisory bought 3 Essex Property Trust shares in Q4 2018, an estimated $756.
Essex Property Trust made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #356 holding.
Kaizen Advisory first reported a position in Essex Property Trust in Q4 2017 and has held it in 5 quarters since.
490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.