A detailed history of Ep Wealth Advisors, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,228 shares of ESS stock, worth $335,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,228
Previous 1,184 3.72%
Holding current value
$335,022
Previous $293,000 2.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024

BUY
$225.59 - $249.87 $9,925 - $10,994
44 Added 3.72%
1,228 $300,000
Q4 2023

Feb 28, 2024

SELL
$205.66 - $252.75 $411 - $505
-2 Reduced 0.17%
1,184 $293,000
Q3 2023

Nov 22, 2023

SELL
$210.74 - $245.53 $1.31 Million - $1.52 Million
-6,209 Reduced 83.96%
1,186 $251,000
Q2 2023

Aug 14, 2023

SELL
$205.98 - $236.92 $27.5 Million - $31.6 Million
-133,444 Reduced 94.75%
7,395 $1.73 Million
Q1 2023

Jun 05, 2023

BUY
$196.17 - $239.22 $27.6 Million - $33.7 Million
140,839 New
140,839 $29.5 Million
Q4 2022

Jun 12, 2023

SELL
$207.27 - $246.8 $28.9 Million - $34.4 Million
-139,393 Reduced 98.97%
1,446 $306,000
Q2 2022

Aug 11, 2022

BUY
$253.94 - $359.31 $357,293 - $505,549
1,407 New
1,407 $368,000
Q3 2020

Nov 17, 2020

SELL
$198.98 - $239.37 $0 - $0
0 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$190.86 - $276.2 $392,789 - $568,419
-2,058 Closed
0 $472,000
Q1 2020

May 18, 2020

SELL
$182.23 - $329.03 $11,298 - $20,399
-62 Reduced 2.92%
2,058 $453,000
Q2 2019

Aug 27, 2019

BUY
$274.63 - $302.91 $29,660 - $32,714
108 Added 5.37%
2,120 $619,000
Q1 2019

May 20, 2019

SELL
$236.59 - $292.86 $27,681 - $34,264
-117 Reduced 5.5%
2,012 $582,000
Q4 2018

Feb 19, 2019

BUY
$238.62 - $265.68 $508,021 - $565,632
2,129 New
2,129 $522,000

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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