Number of Shares
35,513.00
Current Holdings Value*
$9.91 Mil
% of Portfolio
4.03%
Total Estimate Gain
$-478,467.72
% of Total Estimate Gain
-2.66%

SA Fidelity Institutional AM Real Estate Portfolio's Essex Property Trust Inc Holding Summary

As of 2025-04-30, SA Fidelity Institutional AM Real Estate Portfolio held 35,513.00 shares of Essex Property Trust Inc(ESS), totaling $9.91 Mil. This investment constitutes 4.03% of their stock portfolio, and SA Fidelity Institutional AM Real Estate Portfolio now holds 0.06% of the outstanding Essex Property Trust Inc(ESS) stock.

The initial trade took place in 2019Q4. And since then SA Fidelity Institutional AM Real Estate Portfolio has made 9 purchases of ESS, at an average price of $285.24, for a total of 63,113.00 shares. In addition, there have been 10 sales at an average price of $265.17 for 27,600.00 shares. Based on historical transaction data and ESS's current price of $287.37, SA Fidelity Institutional AM Real Estate Portfolio's estimated gain on his ESS holdings is $-478,467.72, reflecting a -2.66% gain to date.

SA Fidelity Institutional AM Real Estate Portfolio ESS ($287.37) Holding Chart

SA Fidelity Institutional AM Real Estate Portfolio ESS ($287.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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