LNWWM
ESS icon

Laird Norton Wetherby Wealth Management’s Essex Property Trust ESS Stock Holding History

Laird Norton Wetherby 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
Q4 		– Sell
-1,135
Closed -$241K – 942
2023
Q3 		$241K Sell
1,135
-46
-4% -$10.8K 0.01% 754
2023
Q2 		$277K Buy
1,181
+209
+22% +$45.7K 0.01% 748
2023
Q1 		$203K Sell
972
-23
-2% -$5.07K 0.01% 823
2022
Q4 		$211K Buy
+995
New +$217K 0.01% 783
2022
Q2 		– Sell
-635
Closed -$219K – 936
2022
Q1 		$219K Buy
635
+45
+8% +$15K 0.01% 831
2021
Q4 		$208K Buy
+590
New +$201K 0.01% 851
2020
Q3 		– Sell
-994
Closed -$228K – 733
2020
Q2 		$228K Sell
994
-148
-13% -$35.5K 0.02% 601
2020
Q1 		$252K Buy
1,142
+62
+6% +$17.8K 0.03% 502
2019
Q4 		$325K Sell
1,080
-52
-5% -$16.4K 0.03% 512
2019
Q3 		$370K Buy
1,132
+57
+5% +$17.8K 0.04% 485
2019
Q2 		$314K Sell
1,075
-6
-0.6% -$1.73K 0.03% 521
2019
Q1 		$313K Buy
1,081
+59
+6% +$16.1K 0.04% 500
2018
Q4 		$251K Sell
1,022
-17
-2% -$4.29K 0.04% 515
2018
Q3 		$256K Sell
1,039
-27
-3% -$6.5K 0.03% 549
2018
Q2 		$255K Buy
1,066
+129
+14% +$30.7K 0.03% 517
2018
Q1 		$226K Buy
937
+84
+10% +$19.4K 0.03% 571
2017
Q4 		$206K Hold
853
– – 0.03% 594
2017
Q3 		$217K Buy
853
+65
+8% +$17K 0.03% 540
2017
Q2 		$203K Buy
+788
New +$198K 0.03% 529

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ESS Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 1,135 shares — an estimated $241K sold.

Laird Norton Wetherby Wealth Management first reported a position in ESS in Q2 2017 and held it in 19 quarters. The position peaked at $370K in Q3 2019. 547 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,135 Essex Property Trust shares in Q4 2023, an estimated $241K.
  • Laird Norton Wetherby Wealth Management first reported a position in Essex Property Trust in Q2 2017 and held it in 19 quarters.
  • Laird Norton Wetherby Wealth Management's Essex Property Trust position peaked at $370K in Q3 2019.
  • 547 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.