A detailed history of Independent Advisor Alliance transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 1,993 shares of ESS stock, worth $543,730. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,993
Previous 2,008 0.75%
Holding current value
$543,730
Previous $491,000 10.39%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$232.65 - $284.59 $3,489 - $4,268
-15 Reduced 0.75%
1,993 $542,000
Q1 2024

May 08, 2024

BUY
$225.59 - $249.87 $10,828 - $11,993
48 Added 2.45%
2,008 $491,000
Q4 2023

Feb 08, 2024

SELL
$205.66 - $252.75 $187,973 - $231,013
-914 Reduced 31.8%
1,960 $485,000
Q3 2023

Oct 24, 2023

BUY
$210.74 - $245.53 $17,280 - $20,133
82 Added 2.94%
2,874 $609,000
Q2 2023

Jul 28, 2023

SELL
$205.98 - $236.92 $26,365 - $30,325
-128 Reduced 4.38%
2,792 $654,000
Q1 2023

May 12, 2023

BUY
$196.17 - $239.22 $572,816 - $698,522
2,920 New
2,920 $610,000
Q3 2022

Nov 04, 2022

BUY
$238.35 - $298.47 $204,265 - $255,788
857 Added 69.11%
2,097 $508,000
Q2 2022

Aug 04, 2022

BUY
$253.94 - $359.31 $7,618 - $10,779
30 Added 2.48%
1,240 $324,000
Q1 2022

May 06, 2022

BUY
$313.79 - $356.74 $104,805 - $119,151
334 Added 38.13%
1,210 $418,000
Q4 2021

Feb 11, 2022

BUY
$325.49 - $357.25 $285,129 - $312,951
876 New
876 $309,000

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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