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Versor Investments’s Essex Property Trust ESS Stock Holding History

Versor Investments’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
2023
Q4 		– Sell
-3,962
Closed -$840K – 752
2023
Q3 		$840K Sell
3,962
-1,300
-25% -$305K 0.17% 153
2023
Q2 		$1.23M Buy
5,262
+1,962
+59% +$429K 0.21% 58
2023
Q1 		$690K Sell
3,300
-6,961
-68% -$1.54M 0.09% 212
2022
Q4 		$2.17M Buy
+10,261
New +$2.24M 0.19% 37
2022
Q2 		– Sell
-1,204
Closed -$416K – 832
2022
Q1 		$416K Sell
1,204
-196
-14% -$65.5K 0.02% 383
2021
Q4 		$493K Buy
1,400
+463
+49% +$158K 0.01% 266
2021
Q3 		$300K Buy
937
+6
+0.6% +$1.94K 0.01% 372
2021
Q2 		$279K Buy
+931
New +$275K 0.01% 262

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return