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 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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wintrust Investments's ESS Position: Q3 2020 in Review

Wintrust Investments sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 2,014 shares — an estimated $462K sold.

Wintrust Investments first reported a position in ESS in Q2 2018 and held it in 9 quarters. The position peaked at $728K in Q3 2019. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

Wintrust Investments reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
Wintrust Investments sold 2,014 Essex Property Trust shares in Q3 2020, an estimated $462K.
Wintrust Investments first reported a position in Essex Property Trust in Q2 2018 and held it in 9 quarters.
Wintrust Investments's Essex Property Trust position peaked at $728K in Q3 2019.
477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Wintrust Investments's 13F filing for Q3 2020, filed 12 Nov 2020.