Phoenix Financial’s Essex Property Trust ESS Stock Holding History

Phoenix Financial’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	-790	Closed	-$234K	–	374
2024 Q3	$234K	Buy	+790	New	+$229K	﹤0.01%	319

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Phoenix Financial's ESS Position: Q4 2024 in Review

Phoenix Financial sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 790 shares — an estimated $234K sold.

Phoenix Financial first reported a position in ESS in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

Phoenix Financial reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 790 Essex Property Trust shares in Q4 2024, an estimated $234K.
Phoenix Financial first reported a position in Essex Property Trust in Q3 2024 and held it in 1 quarter.
Phoenix Financial's Essex Property Trust position peaked at $234K in Q3 2024.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.