A detailed history of Ever Source Wealth Advisors, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 68 shares of ESS stock, worth $18,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
68
Previous 27 151.85%
Holding current value
$18,551
Previous $7,000 157.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$272.82 - $272.82 $11,185 - $11,185
41 Added 151.85%
68 $18,000
Q2 2024

Aug 13, 2024

BUY
$232.65 - $284.59 $1,163 - $1,422
5 Added 22.73%
27 $7,000
Q1 2024

Jun 11, 2024

SELL
$225.59 - $249.87 $451 - $499
-2 Reduced 8.33%
22 $5,000
Q4 2023

Feb 09, 2024

SELL
$205.66 - $252.75 $1,028 - $1,263
-5 Reduced 17.24%
24 $5,000
Q3 2023

Nov 03, 2023

SELL
$210.74 - $245.53 $421 - $491
-2 Reduced 6.45%
29 $6,000
Q2 2023

Aug 04, 2023

SELL
$205.98 - $236.92 $411 - $473
-2 Reduced 6.06%
31 $7,000
Q1 2023

May 11, 2023

SELL
$196.17 - $239.22 $7,454 - $9,090
-38 Reduced 53.52%
33 $6,000
Q4 2022

Feb 09, 2023

BUY
$207.27 - $246.8 $12,228 - $14,561
59 Added 491.67%
71 $15,000
Q3 2022

Nov 07, 2022

SELL
$238.35 - $298.47 $3,813 - $4,775
-16 Reduced 57.14%
12 $3,000
Q2 2022

Aug 01, 2022

BUY
$253.94 - $359.31 $4,824 - $6,826
19 Added 211.11%
28 $8,000
Q1 2022

May 25, 2022

BUY
$313.79 - $356.74 $1,568 - $1,783
5 Added 125.0%
9 $3,000
Q4 2021

Feb 07, 2022

BUY
$325.49 - $357.25 $1,301 - $1,429
4 New
4 $1,000

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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