A detailed history of Clifford Swan Investment Counsel LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 7,711 shares of ESS stock, worth $2.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,711
Previous 8,010 3.73%
Holding current value
$2.1 Million
Previous $2.18 Million 3.53%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 14, 2024

SELL
$272.82 - $272.82 $81,573 - $81,573
-299 Reduced 3.73%
7,711 $2.1 Million
Q2 2024

Aug 06, 2024

SELL
$232.65 - $284.59 $56,068 - $68,586
-241 Reduced 2.92%
8,010 $2.18 Million
Q1 2024

Apr 16, 2024

SELL
$225.59 - $249.87 $101,515 - $112,441
-450 Reduced 5.17%
8,251 $2.02 Million
Q4 2023

Feb 06, 2024

SELL
$205.66 - $252.75 $85,760 - $105,396
-417 Reduced 4.57%
8,701 $2.16 Million
Q3 2023

Nov 09, 2023

SELL
$210.74 - $245.53 $14,330 - $16,696
-68 Reduced 0.74%
9,118 $1.93 Million
Q2 2023

Aug 03, 2023

SELL
$205.98 - $236.92 $31,514 - $36,248
-153 Reduced 1.64%
9,186 $2.15 Million
Q1 2023

May 05, 2023

SELL
$196.17 - $239.22 $29,425 - $35,883
-150 Reduced 1.58%
9,339 $1.95 Million
Q4 2022

Feb 02, 2023

SELL
$207.27 - $246.8 $38,759 - $46,151
-187 Reduced 1.93%
9,489 $2.01 Million
Q2 2022

Aug 04, 2022

BUY
$253.94 - $359.31 $4,316 - $6,108
17 Added 0.18%
9,676 $2.53 Million
Q3 2021

Nov 02, 2021

SELL
$303.93 - $337.0 $104,551 - $115,928
-344 Reduced 3.44%
9,659 $3.09 Million
Q2 2021

Aug 05, 2021

SELL
$275.8 - $315.4 $19,030 - $21,762
-69 Reduced 0.69%
10,003 $3.24 Million
Q1 2021

May 07, 2021

SELL
$227.22 - $293.76 $24,994 - $32,313
-110 Reduced 1.08%
10,072 $2.74 Million
Q4 2020

Feb 11, 2021

SELL
$186.32 - $262.95 $30,370 - $42,860
-163 Reduced 1.58%
10,182 $2.42 Million
Q3 2020

Oct 30, 2020

BUY
$198.98 - $239.37 $9,949 - $11,968
50 Added 0.49%
10,345 $2.08 Million
Q2 2020

Aug 06, 2020

SELL
$190.86 - $276.2 $47,905 - $69,326
-251 Reduced 2.38%
10,295 $2.36 Million
Q1 2020

Apr 09, 2020

SELL
$182.23 - $329.03 $364 - $658
-2 Reduced 0.02%
10,546 $2.32 Million
Q3 2019

Nov 12, 2019

SELL
$292.05 - $330.21 $83,818 - $94,770
-287 Reduced 2.65%
10,548 $3.45 Million
Q2 2019

Aug 13, 2019

SELL
$274.63 - $302.91 $13,731 - $15,145
-50 Reduced 0.46%
10,835 $3.16 Million
Q1 2019

May 14, 2019

SELL
$236.59 - $292.86 $76,181 - $94,300
-322 Reduced 2.87%
10,885 $3.15 Million
Q4 2018

Feb 13, 2019

SELL
$238.62 - $265.68 $101,174 - $112,648
-424 Reduced 3.65%
11,207 $2.75 Million
Q2 2018

Aug 13, 2018

SELL
$227.4 - $246.19 $20,466 - $22,157
-90 Reduced 0.77%
11,631 $2.78 Million
Q4 2017

Feb 09, 2018

SELL
$237.57 - $262.53 $51,315 - $56,706
-216 Reduced 1.81%
11,721 $2.83 Million
Q3 2017

Nov 13, 2017

SELL
$251.42 - $269.39 $47,518 - $50,914
-189 Reduced 1.56%
11,937 $3.03 Million
Q2 2017

Aug 11, 2017

BUY
N/A
12,126
12,126 $3.12 Million

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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