WR Wealth Planners’s Essex Property Trust ESS Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-1	Closed	-$245	–	1173
2024 Q1	$245	Buy	+1	New	+$238	﹤0.01%	1125

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WR Wealth Planners's ESS Position: Q2 2024 in Review

WR Wealth Planners sold out of Essex Property Trust (ESS) in Q2 2024, closing a stake of 1 share — an estimated $245 sold.

WR Wealth Planners first reported a position in ESS in Q1 2024 and held it in 1 quarter. The position peaked at $245 in Q1 2024. 580 funds tracked by Wall St. Rank hold ESS as of Q2 2024.

WR Wealth Planners reported no remaining Essex Property Trust position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 1 Essex Property Trust share in Q2 2024, an estimated $245.
WR Wealth Planners first reported a position in Essex Property Trust in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Essex Property Trust position peaked at $245 in Q1 2024.
580 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.