The Family Firm’s Essex Property Trust ESS Stock Holding History

The Family Firm’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 Q3	–	Sell	-115	Closed	-$31.3K	–	408
2024 Q2	$31.3K	Buy	+115	New	+$29.5K	0.01%	498

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

The Family Firm's ESS Position: Q3 2024 in Review

The Family Firm sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 115 shares — an estimated $31.3K sold.

The Family Firm first reported a position in ESS in Q2 2024 and held it in 1 quarter. The position peaked at $31.3K in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

The Family Firm reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 115 Essex Property Trust shares in Q3 2024, an estimated $31.3K.
The Family Firm first reported a position in Essex Property Trust in Q2 2024 and held it in 1 quarter.
The Family Firm's Essex Property Trust position peaked at $31.3K in Q2 2024.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.