A detailed history of Concentric Wealth Management, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 1,580 shares of ESS stock, worth $431,055. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,580
Previous 1,795 11.98%
Holding current value
$431,055
Previous $445,000 13.26%
% of portfolio
0.1%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$225.59 - $249.87 $48,501 - $53,722
-215 Reduced 11.98%
1,580 $386,000
Q4 2023

Feb 14, 2024

BUY
$205.66 - $252.75 $3,496 - $4,296
17 Added 0.96%
1,795 $445,000
Q3 2023

Nov 08, 2023

BUY
$210.74 - $245.53 $2,950 - $3,437
14 Added 0.79%
1,778 $377,000
Q2 2023

Aug 08, 2023

BUY
$205.98 - $236.92 $3,707 - $4,264
18 Added 1.03%
1,764 $413,000
Q1 2023

May 10, 2023

BUY
$196.17 - $239.22 $2,942 - $3,588
15 Added 0.87%
1,746 $365,000
Q4 2022

Feb 10, 2023

BUY
$207.27 - $246.8 $3,109 - $3,702
15 Added 0.87%
1,731 $366,000
Q3 2022

Nov 09, 2022

BUY
$238.35 - $298.47 $3,098 - $3,880
13 Added 0.76%
1,716 $416,000
Q2 2022

Aug 12, 2022

BUY
$253.94 - $359.31 $2,285 - $3,233
9 Added 0.53%
1,703 $445,000
Q1 2022

Apr 14, 2022

BUY
$313.79 - $356.74 $3,137 - $3,567
10 Added 0.59%
1,694 $585,000
Q4 2021

Feb 10, 2022

BUY
$325.49 - $357.25 $548,125 - $601,609
1,684 New
1,684 $593,000

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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