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Essex Property Trust shares owned by Planned Solutions

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Essex Property Trust

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All positions including Essex Property Trust held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $90k 305 295.42
2023-12-31 $76k 305 247.94
2020-12-31 $71k 300 236.67

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Essex Property Trust

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

View all funds holding Essex Property Trust