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Wealth Quarterback’s Essex Property Trust ESS Stock Holding History

Wealth Quarterback’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
Q3 		$12K Buy
36
+1
+3% +$324 0.01% 432
2021
Q2 		$11K Buy
+35
New +$10.3K 0.01% 460
2020
Q2 		– Sell
-34
Closed -$7.46K – 304
2020
Q1 		$7.46K Hold
34
– – 0.01% 535
2019
Q4 		$10.1K Buy
+34
New +$10.7K 0.01% 525

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealth Quarterback's ESS Position: Q3 2021 in Review

Wealth Quarterback increased its Essex Property Trust (ESS) stake by 2.9% in Q3 2021, buying an estimated $324 and bringing the position to 36 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #432.

Wealth Quarterback first reported a position in ESS in Q4 2019 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

  • Wealth Quarterback held 36 shares of Essex Property Trust worth $12K as of Q3 2021.
  • Wealth Quarterback bought 1 Essex Property Trust share in Q3 2021, an estimated $324.
  • Essex Property Trust made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #432 holding.
  • Wealth Quarterback first reported a position in Essex Property Trust in Q4 2019 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.