TCWP’s Essex Property Trust ESS Stock Holding History

TCWP’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 Q2	–	Sell	-14	Closed	-$4K	–	727
2022 Q1	$4K	Buy	+14	New	+$4.68K	﹤0.01%	1108

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

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

Norges Bank Oslo, Norway $1T AUM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

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

TCWP's ESS Position: Q2 2022 in Review

TCWP sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 14 shares — an estimated $4K sold.

TCWP first reported a position in ESS in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

TCWP reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
TCWP sold 14 Essex Property Trust shares in Q2 2022, an estimated $4K.
TCWP first reported a position in Essex Property Trust in Q1 2022 and held it in 1 quarter.
TCWP's Essex Property Trust position peaked at $4K in Q1 2022.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.