Manchester Capital Management’s Essex Property Trust ESS Stock Holding History

Manchester Capital 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
2025 Q3	–	Sell	-25	Closed	-$7.08K	–	1311
2025 Q2	$7.08K	Hold	25	–	–	﹤0.01%	863
2025 Q1	$7.67K	Hold	25	–	–	﹤0.01%	849
2024 Q4	$7.14K	Hold	25	–	–	﹤0.01%	847
2024 Q3	$7.39K	Hold	25	–	–	﹤0.01%	842
2024 Q2	$6.8K	Hold	25	–	–	﹤0.01%	813
2024 Q1	$6.12K	Hold	25	–	–	﹤0.01%	707
2023 Q4	$6.2K	Buy	+25	New	+$5.51K	﹤0.01%	669
2022 Q4	–	Sell	-392	Closed	-$95K	–	1011
2022 Q3	$95K	Hold	392	–	–	0.02%	294
2022 Q2	$103K	Buy	+392	New	+$119K	0.02%	297
2018 Q2	–	Hold	0	–	-$2K	–	550
2018 Q1	–	Hold	0	–	–	–	533

Other funds holding ESS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return