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Essex Property Trust shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $681k 2.6k 261.72
2022-03-31 $661k 1.9k 345.71
2021-12-31 $549k 1.6k 352.15
2021-09-30 $436k 1.4k 319.88
2021-06-30 $330k 1.1k 300.00
2021-03-31 $217k 799 271.59

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Essex Property Trust

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
T. Rowe Price Associates
Principal Financial Group
Massachusetts Financial Services
Legal & General Group
Dimensional Fund Advisors
FMR
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Charles Schwab Investment Management
Northern Trust

View all funds holding Essex Property Trust