MA
ESS icon

MCF Advisors’s Essex Property Trust ESS Stock Holding History

MCF Advisors’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 		– Sell
-2
Closed -$596 – 1010
2024
Q3 		$596 Hold
2
– – ﹤0.01% 938
2024
Q2 		$550 Hold
2
– – ﹤0.01% 947
2024
Q1 		$495 Buy
+2
New +$476 ﹤0.01% 918
2023
Q1 		– Sell
-5
Closed -$1.07K – 852
2022
Q4 		$1.07K Buy
+5
New +$1.09K ﹤0.01% 736

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MCF Advisors's ESS Position: Q4 2024 in Review

MCF Advisors sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 2 shares — an estimated $596 sold.

MCF Advisors first reported a position in ESS in Q4 2022 and held it in 4 quarters. The position peaked at $1.07K in Q4 2022. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

  • MCF Advisors reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
  • MCF Advisors sold 2 Essex Property Trust shares in Q4 2024, an estimated $596.
  • MCF Advisors first reported a position in Essex Property Trust in Q4 2022 and held it in 4 quarters.
  • MCF Advisors's Essex Property Trust position peaked at $1.07K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on MCF Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.