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VisionPoint Advisory Group’s Essex Property Trust ESS Stock Holding History

VisionPoint Advisory Group’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
-21
Closed -$5.72K – 406
2024
Q2 		$5.72K Sell
21
-9
-30% -$2.31K ﹤0.01% 542
2024
Q1 		$7.34K Buy
+30
New +$7.14K ﹤0.01% 491

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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 $480B AUM 42.84% 1-Year Est. Return

VisionPoint Advisory Group's ESS Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 21 shares — an estimated $5.72K sold.

VisionPoint Advisory Group first reported a position in ESS in Q1 2024 and held it in 2 quarters. The position peaked at $7.34K in Q1 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 21 Essex Property Trust shares in Q3 2024, an estimated $5.72K.
  • VisionPoint Advisory Group first reported a position in Essex Property Trust in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Essex Property Trust position peaked at $7.34K in Q1 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.