Sutton Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Sutton 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
2023 Q3	$2.33K	Buy	11 +8	+267%	+$1.88K	﹤0.01%	700
2023 Q2	$703	Hold	3	–	–	﹤0.01%	791
2023 Q1	$627	Sell	3 -587	-99%	-$129K	﹤0.01%	758
2022 Q4	$125K	Sell	590 -6	-1%	-$1.31K	0.05%	220
2022 Q3	$144K	Buy	596 +1	+0.2%	+$271	0.06%	204
2022 Q2	$156K	Buy	595 +4	+0.7%	+$1.21K	0.06%	192
2022 Q1	$204K	Buy	591 +2	+0.3%	+$668	0.07%	178
2021 Q4	$207K	Hold	589	–	–	0.07%	175
2021 Q3	$188K	Sell	589 -2	-0.3%	-$647	0.07%	180
2021 Q2	$177K	Hold	591	–	–	0.06%	188
2021 Q1	$161K	Buy	591 +2	+0.3%	+$519	0.06%	193
2020 Q4	$140K	Hold	589	–	–	0.06%	199
2020 Q3	$118K	Sell	589 -3	-0.5%	-$653	0.06%	198
2020 Q2	$136K	Buy	592 +3	+0.5%	+$719	0.07%	178
2020 Q1	$130K	Buy	589 +4	+0.7%	+$1.15K	0.08%	168
2019 Q4	$176K	Hold	585	–	–	0.09%	163
2019 Q3	$191K	Hold	585	–	–	0.11%	152
2019 Q2	$171K	Hold	585	–	–	0.1%	158
2019 Q1	$169K	Hold	585	–	–	0.1%	155
2018 Q4	$143K	Buy	585 +4	+0.7%	+$1.01K	0.09%	162
2018 Q3	$143K	Hold	581	–	–	0.09%	162
2018 Q2	$139K	Sell	581 -10	-2%	-$2.38K	0.1%	165
2018 Q1	$142K	Hold	591	–	–	0.1%	160
2017 Q4	$143K	Hold	591	–	–	0.1%	157
2017 Q3	$150K	Hold	591	–	–	0.11%	151
2017 Q2	$152K	Hold	591	–	–	0.12%	146
2017 Q1	$137K	Hold	591	–	–	0.11%	152
2016 Q4	$137K	Sell	591 -9	-2%	-$1.95K	0.12%	143
2016 Q3	$134K	Buy	600 +9	+2%	+$2.05K	0.12%	140
2016 Q2	$135K	Buy	591 +10	+2%	+$2.23K	0.13%	139
2016 Q1	$136K	Buy	+581	New	+$127K	0.13%	143

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Sutton Wealth Advisors's ESS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Essex Property Trust (ESS) stake by 267% in Q3 2023, buying an estimated $1.88K and bringing the position to 11 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Sutton Wealth Advisors first reported a position in ESS in Q1 2016 and has held it in 31 quarters since. The position peaked at $207K in Q4 2021. 524 funds tracked by Wall St. Rank hold ESS as of Q3 2023.

Sutton Wealth Advisors held 11 shares of Essex Property Trust worth $2.33K as of Q3 2023.
Sutton Wealth Advisors bought 8 Essex Property Trust shares in Q3 2023, an estimated $1.88K.
Essex Property Trust made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #700 holding.
Sutton Wealth Advisors first reported a position in Essex Property Trust in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Essex Property Trust position peaked at $207K in Q4 2021.
524 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.