Standard Family Office’s Essex Property Trust ESS Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-6	Closed	-$1K	–	152
2022 Q3	$1K	Buy	+6	New	+$1.62K	﹤0.01%	446
2021 Q3	–	Sell	-6	Closed	-$2K	–	224
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	372
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	421
2020 Q4	$1K	Buy	+6	New	+$1.38K	﹤0.01%	536

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Standard Family Office's ESS Position: Q4 2022 in Review

Standard Family Office sold out of Essex Property Trust (ESS) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Standard Family Office first reported a position in ESS in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 527 funds tracked by Wall St. Rank hold ESS as of Q4 2022.

Standard Family Office reported no remaining Essex Property Trust position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 6 Essex Property Trust shares in Q4 2022, an estimated $1K.
Standard Family Office first reported a position in Essex Property Trust in Q4 2020 and held it in 4 quarters.
Standard Family Office's Essex Property Trust position peaked at $2K in Q2 2021.
527 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.