WI
ESS icon

Wintrust Investments’s Essex Property Trust ESS Stock Holding History

Wintrust Investments’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
2020
Q3 		– Sell
-2,014
Closed -$462K – 358
2020
Q2 		$462K Sell
2,014
-180
-8% -$43.1K 0.06% 207
2020
Q1 		$483K Buy
2,194
+30
+1% +$8.62K 0.08% 173
2019
Q4 		$651K Sell
2,164
-64
-3% -$20.2K 0.09% 173
2019
Q3 		$728K Hold
2,228
– – 0.11% 152
2019
Q2 		$650K Hold
2,228
– – 0.1% 165
2019
Q1 		$644K Sell
2,228
-9
-0.4% -$2.46K 0.1% 165
2018
Q4 		$549K Buy
2,237
+2
+0.1% +$504 0.1% 172
2018
Q3 		$551K Sell
2,235
-50
-2% -$12K 0.09% 203
2018
Q2 		$546K Buy
+2,285
New +$544K 0.09% 197

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return