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Legacy Investment Solutions’s Essex Property Trust ESS Stock Holding History

Legacy Investment Solutions’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 		$2.92K Buy
+10
New +$2.95K ﹤0.01% 450

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Investment Solutions's ESS Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in Essex Property Trust (ESS) in Q4 2024: 10 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

628 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

  • Legacy Investment Solutions held 10 shares of Essex Property Trust worth $2.92K as of Q4 2024.
  • Essex Property Trust was a new Legacy Investment Solutions position in Q4 2024.
  • Essex Property Trust made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #450 holding.
  • 628 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.