PSI Advisors’s Essex Property Trust ESS Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-136	Closed	-$41.7K	–	272
2025 Q1	$41.7K	Sell	136 -23	-14%	-$6.72K	0.01%	261
2024 Q4	$45.3K	Hold	159	–	–	0.01%	288
2024 Q3	$46.8K	Hold	159	–	–	0.01%	282
2024 Q2	$43.2K	Hold	159	–	–	0.01%	275
2024 Q1	$38.8K	Hold	159	–	–	0.01%	290
2023 Q4	$39.3K	Hold	159	–	–	0.01%	301
2023 Q3	$33.6K	Sell	159 -6	-4%	-$1.41K	0.01%	299
2023 Q2	$38.6K	Buy	165 +142	+617%	+$31K	0.02%	279
2023 Q1	$4.72K	Hold	23	–	–	﹤0.01%	540
2022 Q4	$4.78K	Hold	23	–	–	﹤0.01%	519
2022 Q3	$5K	Hold	23	–	–	﹤0.01%	516
2022 Q2	$6K	Hold	23	–	–	﹤0.01%	542
2022 Q1	$8K	Hold	23	–	–	﹤0.01%	499
2021 Q4	$8K	Hold	23	–	–	﹤0.01%	532
2021 Q3	$7K	Buy	+23	New	+$7.44K	﹤0.01%	533
2020 Q1	–	Sell	-21	Closed	-$6K	–	253
2019 Q4	$6K	Buy	+21	New	+$6.63K	﹤0.01%	522

Other funds holding ESS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return