UWS
ESS icon

Unique Wealth Strategies’s Essex Property Trust ESS Stock Holding History

Unique Wealth Strategies’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
-1
Closed -$245 – 358
2024
Q2 		$245 Buy
+1
New +$257 ﹤0.01% 642

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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 $432B AUM 29.4% 1-Year Est. Return

Unique Wealth Strategies's ESS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 1 share — an estimated $245 sold.

Unique Wealth Strategies first reported a position in ESS in Q2 2024 and held it in 1 quarter. The position peaked at $245 in Q2 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1 Essex Property Trust share in Q3 2024, an estimated $245.
  • Unique Wealth Strategies first reported a position in Essex Property Trust in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Essex Property Trust position peaked at $245 in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.