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Venturi Wealth Management’s Essex Property Trust ESS Stock Holding History

Venturi Wealth Management’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 		– Sell
-1,304
Closed -$372K – 962
2024
Q4 		$372K Buy
1,304
+990
+315% +$292K 0.02% 394
2024
Q3 		$92.8K Buy
314
+32
+11% +$9.28K ﹤0.01% 581
2024
Q2 		$76.8K Buy
282
+144
+104% +$37K ﹤0.01% 559
2024
Q1 		$33.8K Buy
138
+73
+112% +$17.4K ﹤0.01% 595
2023
Q4 		$16.1K Buy
65
+51
+364% +$11.3K ﹤0.01% 760
2023
Q3 		$2.97K Buy
+14
New +$3.28K ﹤0.01% 1088

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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