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NEXT Financial Holdings’s Essex Property Trust ESS Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$116K Buy
+397
New +$108K 0.03% 495

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEXT Financial Holdings's ESS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Essex Property Trust (ESS) in Q1 2019: 397 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #495 among its holdings.

497 funds tracked by Wall St. Rank hold ESS as of Q1 2019.

  • NEXT Financial Holdings held 397 shares of Essex Property Trust worth $116K as of Q1 2019.
  • Essex Property Trust was a new NEXT Financial Holdings position in Q1 2019.
  • Essex Property Trust made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #495 holding.
  • 497 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.