Lumature Wealth Partners’s Essex Property Trust ESS Stock Holding History

Lumature Wealth Partners’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 Q2	$206K	Buy	878 +8	+0.9%	+$1.75K	0.12%	158
2023 Q1	$182K	Buy	870 +94	+12%	+$20.7K	0.1%	156
2022 Q4	$164K	Sell	776 -22	-3%	-$4.81K	0.09%	157
2022 Q3	$193K	Buy	798 +52	+7%	+$14.1K	0.1%	156
2022 Q2	$195K	Buy	746 +51	+7%	+$15.4K	0.09%	174
2022 Q1	$240K	Buy	+695	New	+$232K	0.1%	150

Other funds holding ESS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Lumature Wealth Partners's ESS Position: Q2 2023 in Review

Lumature Wealth Partners increased its Essex Property Trust (ESS) stake by 0.92% in Q2 2023, buying an estimated $1.75K and bringing the position to 878 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #158.

Lumature Wealth Partners first reported a position in ESS in Q1 2022 and has held it in 6 quarters since. The position peaked at $240K in Q1 2022. 529 funds tracked by Wall St. Rank hold ESS as of Q2 2023.

Lumature Wealth Partners held 878 shares of Essex Property Trust worth $206K as of Q2 2023.
Lumature Wealth Partners bought 8 Essex Property Trust shares in Q2 2023, an estimated $1.75K.
Essex Property Trust made up 0.12% of Lumature Wealth Partners's portfolio in Q2 2023, its #158 holding.
Lumature Wealth Partners first reported a position in Essex Property Trust in Q1 2022 and has held it in 6 quarters since.
Lumature Wealth Partners's Essex Property Trust position peaked at $240K in Q1 2022.
529 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.