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Unigestion Holding’s Essex Property Trust ESS Stock Holding History

Unigestion Holding’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
2025
Q1 		$1.55M Buy
5,063
+2,697
+114% +$788K 0.09% 129
2024
Q4 		$675K Buy
2,366
+242
+11% +$71.5K 0.04% 127
2024
Q3 		$627K Buy
+2,124
New +$616K 0.03% 127
2021
Q2 		– Sell
-2,573
Closed -$699K – 244
2021
Q1 		$699K Buy
2,573
+319
+14% +$82.7K 0.02% 186
2020
Q4 		$535K Sell
2,254
-431
-16% -$99.4K 0.02% 192
2020
Q3 		$539K Sell
2,685
-415
-13% -$90.4K 0.02% 155
2020
Q2 		$710K Sell
3,100
-2,800
-47% -$671K 0.02% 140
2020
Q1 		$1.3M Buy
+5,900
New +$1.7M 0.05% 144
2019
Q3 		$1.63M Buy
5,000
+1,600
+47% +$500K 0.05% 149
2019
Q2 		$993K Buy
+3,400
New +$980K 0.03% 187

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Unigestion Holding's ESS Position: Q1 2025 in Review

Unigestion Holding increased its Essex Property Trust (ESS) stake by 114% in Q1 2025, buying an estimated $788K and bringing the position to 5,063 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #129.

Unigestion Holding first reported a position in ESS in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.63M in Q3 2019. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Unigestion Holding held 5,063 shares of Essex Property Trust worth $1.55M as of Q1 2025.
  • Unigestion Holding bought 2,697 Essex Property Trust shares in Q1 2025, an estimated $788K.
  • Essex Property Trust made up 0.09% of Unigestion Holding's portfolio in Q1 2025, its #129 holding.
  • Unigestion Holding first reported a position in Essex Property Trust in Q2 2019 and has held it in 10 quarters since.
  • Unigestion Holding's Essex Property Trust position peaked at $1.63M in Q3 2019.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.