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Essex Property Trust shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $792k 2.9k 272.20
2022-03-31 $1.6M 4.6k 345.48

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Kfa Mount Lucas (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
C H Robinson Worldwide Com New (CHRW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Essex Property Trust (ESS)

View all positions for Sound Financial Strategies Group

Top funds holding Essex Property Trust

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

View all funds holding Essex Property Trust