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Newbridge Financial Services Group’s Essex Property Trust ESS Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-158
Closed -$45.1K – 1077
2024
Q4 		$45.1K Buy
+158
New +$46.7K 0.01% 429
2023
Q4 		– Sell
-22
Closed -$4.76K – 1218
2023
Q3 		$4.76K Hold
22
– – ﹤0.01% 958
2023
Q2 		$5.21K Sell
22
-100
-82% -$21.9K ﹤0.01% 1002
2023
Q1 		$25.5K Buy
+122
New +$26.9K 0.01% 639

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Newbridge Financial Services Group's ESS Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 158 shares — an estimated $45.1K sold.

Newbridge Financial Services Group first reported a position in ESS in Q1 2023 and held it in 4 quarters. The position peaked at $45.1K in Q4 2024. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 158 Essex Property Trust shares in Q1 2025, an estimated $45.1K.
  • Newbridge Financial Services Group first reported a position in Essex Property Trust in Q1 2023 and held it in 4 quarters.
  • Newbridge Financial Services Group's Essex Property Trust position peaked at $45.1K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.