Regent Peak Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Regent Peak Wealth 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	-18	Closed	-$4K	–	408
2020 Q4	$4K	Buy	+18	New	+$4.15K	﹤0.01%	692

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 $3.38T AUM 44.17% 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

Regent Peak Wealth Advisors's ESS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 18 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in ESS in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 18 Essex Property Trust shares in Q1 2021, an estimated $4K.
Regent Peak Wealth Advisors first reported a position in Essex Property Trust in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Essex Property Trust position peaked at $4K in Q4 2020.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.