A detailed history of Altium Wealth Management LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Altium Wealth Management LLC holds 2,602 shares of ESS stock, worth $709,877. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,602
Previous 1,912 36.09%
Holding current value
$709,877
Previous $661,000 3.03%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$253.94 - $359.31 $175,218 - $247,923
690 Added 36.09%
2,602 $681,000
Q1 2022

May 16, 2022

BUY
$313.79 - $356.74 $110,767 - $125,929
353 Added 22.64%
1,912 $661,000
Q4 2021

Jan 31, 2022

BUY
$325.49 - $357.25 $63,796 - $70,021
196 Added 14.38%
1,559 $549,000
Q3 2021

Nov 15, 2021

BUY
$303.93 - $337.0 $79,933 - $88,631
263 Added 23.91%
1,363 $436,000
Q2 2021

Aug 13, 2021

BUY
$275.8 - $315.4 $83,015 - $94,935
301 Added 37.67%
1,100 $330,000
Q1 2021

May 06, 2021

BUY
$227.22 - $293.76 $181,548 - $234,714
799 New
799 $217,000

Others Institutions Holding ESS

About ESSEX PROPERTY TRUST, INC.


  • Ticker ESS
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 64,753,800
  • Market Cap $17.7B
  • Description
  • Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 246 apartment communities comprising approximately 60,000 apartment homes with...
More about ESS
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.