Vigilant Capital Management’s Essex Property Trust ESS Stock Holding History

Vigilant Capital 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
2021 Q4	–	Sell	-14	Closed	-$4K	–	671
2021 Q3	$4K	Buy	+14	New	+$4.53K	﹤0.01%	693
2016 Q3	–	Sell	-15	Closed	-$3K	–	321
2016 Q2	$3K	Buy	+15	New	+$3.35K	﹤0.01%	346
2016 Q1	–	Sell	-50	Closed	-$12K	–	240
2015 Q4	$12K	Hold	50	–	–	﹤0.01%	232
2015 Q3	$11K	Buy	+50	New	+$11K	﹤0.01%	231

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vigilant Capital Management's ESS Position: Q4 2021 in Review

Vigilant Capital Management sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 14 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in ESS in Q3 2015 and held it in 4 quarters. The position peaked at $12K in Q4 2015. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

Vigilant Capital Management reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
Vigilant Capital Management sold 14 Essex Property Trust shares in Q4 2021, an estimated $4K.
Vigilant Capital Management first reported a position in Essex Property Trust in Q3 2015 and held it in 4 quarters.
Vigilant Capital Management's Essex Property Trust position peaked at $12K in Q4 2015.
559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Vigilant Capital Management's 13F filing for Q4 2021, filed 6 Jan 2022.