OPS
ESS icon

Orion Portfolio Solutions’s Essex Property Trust ESS Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-841
Closed -$206K – 1735
2024
Q1 		$206K Sell
841
-162
-16% -$38.6K ﹤0.01% 1612
2023
Q4 		$249K Sell
1,003
-90
-8% -$19.9K ﹤0.01% 1487
2023
Q3 		$232K Sell
1,093
-81
-7% -$19K ﹤0.01% 1492
2023
Q2 		$275K Buy
1,174
+91
+8% +$19.9K ﹤0.01% 1437
2023
Q1 		$226K Buy
+1,083
New +$239K ﹤0.01% 1458
2020
Q3 		– Sell
-44
Closed -$10K – 908
2020
Q2 		$10K Sell
44
-2
-4% -$479 ﹤0.01% 1208
2020
Q1 		$10K Buy
46
+19
+70% +$5.46K ﹤0.01% 1061
2019
Q4 		$8K Buy
+27
New +$8.53K ﹤0.01% 1082

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return