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Westwood Wealth Management’s Essex Property Trust ESS Stock Holding History

Westwood Wealth 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
2022
Q2 		– Sell
-200
Closed -$69.1M – 47
2022
Q1 		$69.1M Buy
+200
New +$66.8K 26.82% 1

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 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

Westwood Wealth Management's ESS Position: Q2 2022 in Review

Westwood Wealth Management sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 200 shares — an estimated $69.1M sold.

Westwood Wealth Management first reported a position in ESS in Q1 2022 and held it in 1 quarter. The position peaked at $69.1M in Q1 2022. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

  • Westwood Wealth Management reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
  • Westwood Wealth Management sold 200 Essex Property Trust shares in Q2 2022, an estimated $69.1M.
  • Westwood Wealth Management first reported a position in Essex Property Trust in Q1 2022 and held it in 1 quarter.
  • Westwood Wealth Management's Essex Property Trust position peaked at $69.1M in Q1 2022.
  • 543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Westwood Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.