A detailed history of Avantax Planning Partners, Inc. transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,014 shares of ESS stock, worth $276,639. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,014
Previous 977 3.79%
Holding current value
$276,639
Previous $265,000 4.15%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$272.82 - $272.82 $10,094 - $10,094
37 Added 3.79%
1,014 $276,000
Q2 2024

Aug 09, 2024

SELL
$232.65 - $284.59 $11,167 - $13,660
-48 Reduced 4.68%
977 $265,000
Q1 2024

May 02, 2024

BUY
$225.59 - $249.87 $18,272 - $20,239
81 Added 8.58%
1,025 $250,000
Q4 2023

Feb 09, 2024

BUY
$205.66 - $252.75 $194,143 - $238,596
944 New
944 $234,000
Q2 2023

Jul 17, 2023

BUY
$205.98 - $236.92 $184,146 - $211,806
894 New
894 $209,000
Q4 2018

Feb 14, 2019

SELL
$238.62 - $265.68 $8,590 - $9,564
-36 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$229.35 - $250.24 $8,256 - $9,008
36 New
36 $9,000
Q2 2018

Aug 13, 2018

SELL
$227.4 - $246.19 $9,550 - $10,339
-42 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$217.81 - $243.67 $9,148 - $10,234
42 New
42 $10,000

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
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