Kula Investments’s Essex Property Trust ESS Stock Holding History

Kula Investments’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	$993K	Buy	+4,746	New	+$1.05M	0.24%	128

Other funds holding ESS

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Kula Investments's ESS Position: Q1 2023 in Review

Kula Investments opened a new position in Essex Property Trust (ESS) in Q1 2023: 4,746 shares worth $993K. The stake represents 0.24% of the portfolio and ranks #128 among its holdings.

529 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

Kula Investments held 4,746 shares of Essex Property Trust worth $993K as of Q1 2023.
Essex Property Trust was a new Kula Investments position in Q1 2023.
Essex Property Trust made up 0.24% of Kula Investments's portfolio in Q1 2023, its #128 holding.
529 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.