Rational Advisors’s Essex Property Trust ESS Stock Holding History

Rational 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
2021 Q1	–	Sell	-395	Closed	-$94K	–	194
2020 Q4	$94K	Buy	395 +135	+52%	+$31.1K	0.03%	187
2020 Q3	$53K	Buy	+260	New	+$56.6K	0.02%	188
2013 Q4	$189K	Sell	1,315 -1,030	-44%	-$158K	0.02%	492
2013 Q3	$346K	Sell	2,345 -39	-2%	-$6.05K	0.03%	434
2013 Q2	$379K	Buy	+2,384	New	+$375K	0.03%	420

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Rational Advisors's ESS Position: Q1 2021 in Review

Rational Advisors sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 395 shares — an estimated $94K sold.

Rational Advisors first reported a position in ESS in Q2 2013 and held it in 5 quarters. The position peaked at $379K in Q2 2013. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

Rational Advisors reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
Rational Advisors sold 395 Essex Property Trust shares in Q1 2021, an estimated $94K.
Rational Advisors first reported a position in Essex Property Trust in Q2 2013 and held it in 5 quarters.
Rational Advisors's Essex Property Trust position peaked at $379K in Q2 2013.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.