SpiderRock Advisors’s Essex Property Trust ESS Stock Holding History

SpiderRock 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
2024 Q2	–	Sell	-2,530	Closed	-$601K	–	775
2024 Q1	$601K	Buy	+2,530	New	+$602K	0.02%	483

Other funds holding ESS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SpiderRock Advisors's ESS Position: Q2 2024 in Review

SpiderRock Advisors sold out of Essex Property Trust (ESS) in Q2 2024, closing a stake of 2,530 shares — an estimated $601K sold.

SpiderRock Advisors first reported a position in ESS in Q1 2024 and held it in 1 quarter. The position peaked at $601K in Q1 2024. 580 funds tracked by Wall St. Rank hold ESS as of Q2 2024.

SpiderRock Advisors reported no remaining Essex Property Trust position as of Q2 2024 after selling out during the quarter.
SpiderRock Advisors sold 2,530 Essex Property Trust shares in Q2 2024, an estimated $601K.
SpiderRock Advisors first reported a position in Essex Property Trust in Q1 2024 and held it in 1 quarter.
SpiderRock Advisors's Essex Property Trust position peaked at $601K in Q1 2024.
580 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2024.

Based on SpiderRock Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.