LIM
ESS icon

Longfellow Investment Management’s Essex Property Trust ESS Stock Holding History

Longfellow Investment 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
Q1 		– Sell
-389
Closed -$93K – 527
2020
Q4 		$93K Buy
+389
New +$89.7K 0.01% 319

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Longfellow Investment Management's ESS Position: Q1 2021 in Review

Longfellow Investment Management sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 389 shares — an estimated $93K sold.

Longfellow Investment Management first reported a position in ESS in Q4 2020 and held it in 1 quarter. The position peaked at $93K in Q4 2020. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

  • Longfellow Investment Management reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 389 Essex Property Trust shares in Q1 2021, an estimated $93K.
  • Longfellow Investment Management first reported a position in Essex Property Trust in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's Essex Property Trust position peaked at $93K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.