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Planned Solutions’s Essex Property Trust ESS Stock Holding History

Planned 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
Q4 		– Sell
-305
Closed -$90.1K – 266
2024
Q3 		$90.1K Buy
+305
New +$88.5K 0.04% 226
2024
Q1 		– Sell
-305
Closed -$75.6K – 227
2023
Q4 		$75.6K Buy
+305
New +$67.3K 0.04% 224
2021
Q1 		– Sell
-300
Closed -$71K – 167
2020
Q4 		$71K Buy
+300
New +$69.2K 0.06% 146

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

Planned Solutions's ESS Position: Q4 2024 in Review

Planned Solutions sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 305 shares — an estimated $90.1K sold.

Planned Solutions first reported a position in ESS in Q4 2020 and held it in 3 quarters. The position peaked at $90.1K in Q3 2024. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

  • Planned Solutions reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 305 Essex Property Trust shares in Q4 2024, an estimated $90.1K.
  • Planned Solutions first reported a position in Essex Property Trust in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Essex Property Trust position peaked at $90.1K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

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