Washington Trust’s Essex Property Trust ESS Stock Holding History

Washington Trust’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	-101	Closed	-$32K	–	981
2021 Q3	$32K	Hold	101	–	–	﹤0.01%	604
2021 Q2	$30K	Hold	101	–	–	﹤0.01%	622
2021 Q1	$27K	Hold	101	–	–	﹤0.01%	625
2020 Q4	$24K	Hold	101	–	–	﹤0.01%	632
2020 Q3	$20K	Buy	+101	New	+$22K	﹤0.01%	620

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 $3.37T AUM 44.26% 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

Washington Trust's ESS Position: Q4 2021 in Review

Washington Trust sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 101 shares — an estimated $32K sold.

Washington Trust first reported a position in ESS in Q3 2020 and held it in 5 quarters. The position peaked at $32K in Q3 2021. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

Washington Trust reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 101 Essex Property Trust shares in Q4 2021, an estimated $32K.
Washington Trust first reported a position in Essex Property Trust in Q3 2020 and held it in 5 quarters.
Washington Trust's Essex Property Trust position peaked at $32K in Q3 2021.
559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.