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

Wipfli 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 Q3	$100K	Buy	+412	New	+$111K	0.01%	724

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Wipfli Financial Advisors's ESS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Essex Property Trust (ESS) in Q3 2022: 412 shares worth $100K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings.

524 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

Wipfli Financial Advisors held 412 shares of Essex Property Trust worth $100K as of Q3 2022.
Essex Property Trust was a new Wipfli Financial Advisors position in Q3 2022.
Essex Property Trust made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #724 holding.
524 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.