Kapitalo Investimentos’s Essex Property Trust ESS Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-2,759	Closed	-$585K	–	590
2023 Q3	$585K	Buy	+2,759	New	+$647K	0.08%	88

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapitalo Investimentos's ESS Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 2,759 shares — an estimated $585K sold.

Kapitalo Investimentos first reported a position in ESS in Q3 2023 and held it in 1 quarter. The position peaked at $585K in Q3 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

Kapitalo Investimentos reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 2,759 Essex Property Trust shares in Q4 2023, an estimated $585K.
Kapitalo Investimentos first reported a position in Essex Property Trust in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Essex Property Trust position peaked at $585K in Q3 2023.
546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.