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Essex Property Trust shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Essex Property Trust

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All positions including Essex Property Trust held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $86k 350 244.81
2023-12-31 $87k 350 247.94
2023-09-30 $74k 350 212.09
2023-06-30 $82k 350 234.30
2023-03-31 $73k 350 209.14
2022-12-31 $74k 350 211.92
2022-09-30 $85k 350 242.86

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Essex Property Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Principal Financial Group
T. Rowe Price Associates
Geode Capital Management
FMR
Massachusetts Financial Services
Legal & General Group
Daiwa Securities Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Robeco Investment Management

View all funds holding Essex Property Trust