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Legg Mason Asset Management’s Essex Property Trust ESS Stock Holding History

Legg Mason Asset 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
2021
Q4 		$668K Hold
1,897
– – 0.74% 67
2021
Q3 		$607K Hold
1,897
– – 0.7% 74
2021
Q2 		$569K Sell
1,897
-341
-15% -$101K 0.62% 87
2021
Q1 		$608K Sell
2,238
-500
-18% -$130K 0.66% 85
2020
Q4 		$650K Buy
+2,738
New +$632K 0.65% 84
2020
Q2 		– Sell
-739
Closed -$163K – 140
2020
Q1 		$163K Sell
739
-576
-44% -$166K 0.22% 122
2019
Q4 		$393K Buy
1,315
+40
+3% +$12.6K 0.42% 107
2019
Q3 		$417K Buy
1,275
+80
+7% +$25K 0.45% 109
2019
Q2 		$349K Sell
1,195
-305
-20% -$87.9K 0.39% 109
2019
Q1 		$434K Sell
1,500
-200
-12% -$54.6K 0.51% 104
2018
Q4 		$417K Sell
1,700
-600
-26% -$151K 0.52% 99
2018
Q3 		$568K Sell
2,300
-1,800
-44% -$434K 0.53% 97
2018
Q2 		$981K Sell
4,100
-1,300
-24% -$310K 0.77% 59
2018
Q1 		$1.3M Sell
5,400
-400
-7% -$92.2K 0.92% 46
2017
Q4 		$1.4M Sell
5,800
-300
-5% -$75.7K 0.84% 41
2017
Q3 		$1.55M Buy
6,100
+3,100
+103% +$810K 0.92% 36
2017
Q2 		$772K Buy
+3,000
New +$754K 0.63% 83

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legg Mason Asset Management's ESS Position: Q4 2021 in Review

Legg Mason Asset Management held its Essex Property Trust (ESS) position steady in Q4 2021 at 1,897 shares worth $668K. The position accounts for 0.74% of the portfolio, ranked #67.

Legg Mason Asset Management first reported a position in ESS in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.55M in Q3 2017. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

  • Legg Mason Asset Management held 1,897 shares of Essex Property Trust worth $668K as of Q4 2021.
  • Legg Mason Asset Management left its Essex Property Trust share count unchanged in Q4 2021.
  • Essex Property Trust made up 0.74% of Legg Mason Asset Management's portfolio in Q4 2021, its #67 holding.
  • Legg Mason Asset Management first reported a position in Essex Property Trust in Q2 2017 and has held it in 17 quarters since.
  • Legg Mason Asset Management's Essex Property Trust position peaked at $1.55M in Q3 2017.
  • 559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.