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Trust Investment Advisors’s Essex Property Trust ESS Stock Holding History

Trust Investment 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
2024
Q3 		– Sell
-799
Closed -$217K – 129
2024
Q2 		$217K Buy
+799
New +$205K 0.14% 96

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Trust Investment Advisors's ESS Position: Q3 2024 in Review

Trust Investment Advisors sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 799 shares — an estimated $217K sold.

Trust Investment Advisors first reported a position in ESS in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • Trust Investment Advisors reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • Trust Investment Advisors sold 799 Essex Property Trust shares in Q3 2024, an estimated $217K.
  • Trust Investment Advisors first reported a position in Essex Property Trust in Q2 2024 and held it in 1 quarter.
  • Trust Investment Advisors's Essex Property Trust position peaked at $217K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on Trust Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.