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Simplicity Wealth’s Essex Property Trust ESS Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-879
Closed -$239K – 708
2024
Q2 		$239K Sell
879
-15
-2% -$3.85K 0.01% 1037
2024
Q1 		$219K Buy
+894
New +$213K 0.01% 1028

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Simplicity Wealth's ESS Position: Q3 2024 in Review

Simplicity Wealth sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 879 shares — an estimated $239K sold.

Simplicity Wealth first reported a position in ESS in Q1 2024 and held it in 2 quarters. The position peaked at $239K in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • Simplicity Wealth reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 879 Essex Property Trust shares in Q3 2024, an estimated $239K.
  • Simplicity Wealth first reported a position in Essex Property Trust in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Essex Property Trust position peaked at $239K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.