Capital Analysts, LLC Essex Property Trust, Inc. Transaction History

Capital Analysts, LLC

$2.14 Billion
Q1 2024

A detailed history of Capital Analysts, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Capital Analysts, LLC holds 79 shares of ESS stock, worth $21,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 79 -0.0%

Holding current value

$21,552

Previous $20,000 5.0%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$205.66 - $252.75 $8,843 - $10,868	-43 Reduced 35.25%	79 $20,000
Q2 2023 Aug 11, 2023	BUY	$205.98 - $236.92 $205 - $236	1 Added 0.83%	122 $28,000
Q1 2023 May 05, 2023	SELL	$196.17 - $239.22 $3,138 - $3,827	-16 Reduced 11.68%	121 $25,000
Q4 2022 Feb 08, 2023	BUY	$207.27 - $246.8 $207 - $246	1 Added 0.74%	137 $29,000
Q2 2022 Aug 12, 2022	BUY	$253.94 - $359.31 $253 - $359	1 Added 0.74%	136 $35,000

Q4 2021 Feb 10, 2022	BUY	$325.49 - $357.25 $325 - $357	1 Added 0.75%	135 $47,000
Q2 2021 Nov 15, 2021	SELL	$275.8 - $315.4 $50,747 - $58,033	-184 Reduced 57.86%	134 $40,000
Q2 2021 Aug 05, 2021	BUY	$275.8 - $315.4 $50,747 - $58,033	184 Added 137.31%	318 $95,000
Q4 2020 Feb 16, 2021	SELL	$186.32 - $262.95 $9,688 - $13,673	-52 Reduced 27.96%	134 $32,000
Q3 2020 Nov 12, 2020	SELL	$198.98 - $239.37 $1.03 Million - $1.24 Million	-5,161 Reduced 96.52%	186 $37,000
Q2 2020 Aug 07, 2020	SELL	$190.86 - $276.2 $12,024 - $17,400	-63 Reduced 1.16%	5,347 $1.23 Million
Q1 2020 May 08, 2020	BUY	$182.23 - $329.03 $56,126 - $101,341	308 Added 6.04%	5,410 $1.19 Million
Q4 2019 Feb 12, 2020	SELL	$296.19 - $332.54 $14,513 - $16,294	-49 Reduced 0.95%	5,102 $1.54 Million
Q3 2019 Nov 12, 2019	BUY	$292.05 - $330.21 $15,770 - $17,831	54 Added 1.06%	5,151 $1.68 Million
Q2 2019 Aug 13, 2019	SELL	$274.63 - $302.91 $29,110 - $32,108	-106 Reduced 2.04%	5,097 $1.49 Million
Q1 2019 May 13, 2019	BUY	$236.59 - $292.86 $1.21 Million - $1.5 Million	5,107 Added 5319.79%	5,203 $1.51 Million
Q4 2018 Feb 13, 2019	BUY	$238.62 - $265.68 $15,987 - $17,800	67 Added 231.03%	96 $24,000
Q4 2017 Feb 14, 2018	SELL	$237.57 - $262.53 $6.23 Million - $6.88 Million	-26,204 Reduced 99.89%	29 $7,000
Q4 2017 Feb 12, 2018	BUY	$237.57 - $262.53 $6.23 Million - $6.88 Million	26,204 Added 90358.62%	26,233 $1.48 Million
Q3 2017 Nov 06, 2017	BUY	$251.42 - $269.39 $7,291 - $7,812	29	29 $7,000

Others Institutions Holding ESS

# of Institutions

574

Shares Held

58M

Call Options Held

50.6K

Put Options Held

118K

View Full List

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...

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Capital Analysts, LLC Essex Property Trust, Inc. Transaction History