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Prelude Capital Management’s Essex Property Trust ESS Stock Holding History

Prelude Capital Management’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
Q3 		– Sell
-15,000
Closed -$4.38M – 1801
2019
Q2 		$4.38M Buy
+15,000
New +$4.32M 0.22% 67

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prelude Capital Management's ESS Position: Q1 2024 in Review

Prelude Capital Management sold out of Essex Property Trust (ESS) in Q1 2024, closing a stake of 2,237 shares — an estimated $555K sold.

Prelude Capital Management first reported a position in ESS in Q4 2013 and held it in 11 quarters. The position peaked at $1.59M in Q2 2015. 544 funds tracked by Wall St. Rank hold ESS as of Q1 2024.

  • Prelude Capital Management reported no remaining Essex Property Trust position as of Q1 2024 after selling out during the quarter.
  • Prelude Capital Management sold 2,237 Essex Property Trust shares in Q1 2024, an estimated $555K.
  • Prelude Capital Management first reported a position in Essex Property Trust in Q4 2013 and held it in 11 quarters.
  • Prelude Capital Management's Essex Property Trust position peaked at $1.59M in Q2 2015.
  • 544 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2024.

Based on Prelude Capital Management's 13F filing for Q1 2024, filed 15 May 2024.