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ESS icon

Surevest’s Essex Property Trust ESS Stock Holding History

Surevest’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
Q3 		$1K Hold
3
– – ﹤0.01% 447
2022
Q2 		$1K Hold
3
– – ﹤0.01% 482
2022
Q1 		$1K Hold
3
– – ﹤0.01% 457
2021
Q4 		$1K Buy
+3
New +$1.02K ﹤0.01% 466
2020
Q1 		– Sell
-7,074
Closed -$2.13M – 114
2019
Q4 		$2.13M Buy
7,074
+535
+8% +$169K 0.91% 44
2019
Q3 		$2.14M Buy
6,539
+523
+9% +$163K 1.05% 27
2019
Q2 		$1.76M Buy
6,016
+3,679
+157% +$1.06M 0.91% 33
2019
Q1 		$676K Buy
2,337
+1,232
+111% +$336K 0.42% 76
2018
Q4 		$271K Buy
+1,105
New +$279K 0.21% 103

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Surevest's ESS Position: Q3 2022 in Review

Surevest held its Essex Property Trust (ESS) position steady in Q3 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Surevest first reported a position in ESS in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.14M in Q3 2019. 524 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

  • Surevest held 3 shares of Essex Property Trust worth $1K as of Q3 2022.
  • Surevest left its Essex Property Trust share count unchanged in Q3 2022.
  • Essex Property Trust made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #447 holding.
  • Surevest first reported a position in Essex Property Trust in Q4 2018 and has held it in 9 quarters since.
  • Surevest's Essex Property Trust position peaked at $2.14M in Q3 2019.
  • 524 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.