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Websterrogers Financial Advisors’s Essex Property Trust ESS Stock Holding History

Websterrogers Financial Advisors’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
2022
Q1 		– Sell
-8,810
Closed -$3.1M – 73
2021
Q4 		$3.1M Buy
+8,810
New +$3M 0.7% 23

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Websterrogers Financial Advisors's ESS Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of Essex Property Trust (ESS) in Q1 2022, closing a stake of 8,810 shares — an estimated $3.1M sold.

Websterrogers Financial Advisors first reported a position in ESS in Q4 2021 and held it in 1 quarter. The position peaked at $3.1M in Q4 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

  • Websterrogers Financial Advisors reported no remaining Essex Property Trust position as of Q1 2022 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 8,810 Essex Property Trust shares in Q1 2022, an estimated $3.1M.
  • Websterrogers Financial Advisors first reported a position in Essex Property Trust in Q4 2021 and held it in 1 quarter.
  • Websterrogers Financial Advisors's Essex Property Trust position peaked at $3.1M in Q4 2021.
  • 560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.