A detailed history of Lpl Financial LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 27,136 shares of ESS stock, worth $7.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,136
Previous 27,334 0.72%
Holding current value
$7.4 Million
Previous $6.78 Million 1.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024

SELL
$225.59 - $249.87 $44,666 - $49,474
-198 Reduced 0.72%
27,136 $6.64 Million
Q4 2023

Feb 14, 2024

BUY
$205.66 - $252.75 $18,098 - $22,242
88 Added 0.32%
27,334 $6.78 Million
Q3 2023

Nov 13, 2023

BUY
$210.74 - $245.53 $531,907 - $619,717
2,524 Added 10.21%
27,246 $5.78 Million
Q2 2023

Jul 31, 2023

SELL
$205.98 - $236.92 $1.62 Million - $1.87 Million
-7,872 Reduced 24.15%
24,722 $5.79 Million
Q1 2023

May 10, 2023

BUY
$196.17 - $239.22 $522,008 - $636,564
2,661 Added 8.89%
32,594 $6.82 Million
Q4 2022

Feb 07, 2023

BUY
$207.27 - $246.8 $1.23 Million - $1.46 Million
5,933 Added 24.72%
29,933 $6.34 Million
Q3 2022

Nov 14, 2022

BUY
$238.35 - $298.47 $509,830 - $638,427
2,139 Added 9.78%
24,000 $5.81 Million
Q2 2022

Aug 12, 2022

BUY
$253.94 - $359.31 $470,804 - $666,160
1,854 Added 9.27%
21,861 $5.72 Million
Q1 2022

May 16, 2022

BUY
$313.79 - $356.74 $89,116 - $101,314
284 Added 1.44%
20,007 $6.91 Million
Q4 2021

Feb 14, 2022

BUY
$325.49 - $357.25 $126,615 - $138,970
389 Added 2.01%
19,723 $6.95 Million
Q3 2021

Nov 15, 2021

BUY
$303.93 - $337.0 $224,604 - $249,043
739 Added 3.97%
19,334 $6.18 Million
Q2 2021

Aug 13, 2021

BUY
$275.8 - $315.4 $309,171 - $353,563
1,121 Added 6.42%
18,595 $5.58 Million
Q1 2021

May 14, 2021

BUY
$227.22 - $293.76 $564,187 - $729,406
2,483 Added 16.56%
17,474 $4.75 Million
Q4 2020

Feb 12, 2021

BUY
$186.32 - $262.95 $2.31 Million - $3.26 Million
12,398 Added 478.13%
14,991 $3.56 Million
Q3 2020

Nov 09, 2020

BUY
$198.98 - $239.37 $9,352 - $11,250
47 Added 1.85%
2,593 $521,000
Q2 2020

Aug 13, 2020

BUY
$190.86 - $276.2 $189,142 - $273,714
991 Added 63.73%
2,546 $584,000
Q1 2020

May 14, 2020

BUY
$182.23 - $329.03 $23,872 - $43,102
131 Added 9.2%
1,555 $343,000
Q4 2019

Feb 14, 2020

BUY
$296.19 - $332.54 $888 - $997
3 Added 0.21%
1,424 $429,000
Q3 2019

Nov 13, 2019

SELL
$292.05 - $330.21 $32,125 - $36,323
-110 Reduced 7.18%
1,421 $464,000
Q2 2019

Aug 09, 2019

BUY
$274.63 - $302.91 $43,116 - $47,556
157 Added 11.43%
1,531 $447,000
Q1 2019

May 08, 2019

BUY
$236.59 - $292.86 $15,378 - $19,035
65 Added 4.97%
1,374 $398,000
Q4 2018

Feb 07, 2019

BUY
$238.62 - $265.68 $34,599 - $38,523
145 Added 12.46%
1,309 $321,000
Q3 2018

Nov 14, 2018

BUY
$229.35 - $250.24 $13,072 - $14,263
57 Added 5.15%
1,164 $287,000
Q2 2018

Aug 14, 2018

BUY
$227.4 - $246.19 $1,137 - $1,230
5 Added 0.45%
1,107 $265,000
Q1 2018

May 15, 2018

SELL
$217.81 - $243.67 $38,552 - $43,129
-177 Reduced 13.84%
1,102 $265,000
Q4 2017

Feb 14, 2018

BUY
$237.57 - $262.53 $60,105 - $66,420
253 Added 24.66%
1,279 $309,000
Q3 2017

Nov 14, 2017

SELL
$251.42 - $269.39 $13,325 - $14,277
-53 Reduced 4.91%
1,026 $261,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,079
1,079 $278,000

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.