A detailed history of Lumature Wealth Partners, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 878 shares of ESS stock, worth $239,535. This represents 0.12% of its overall portfolio holdings.

Number of Shares
878
Previous 870 0.92%
Holding current value
$239,535
Previous $181,000 13.26%
% of portfolio
0.12%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$205.98 - $236.92 $1,647 - $1,895
8 Added 0.92%
878 $205,000
Q1 2023

May 15, 2023

BUY
$196.17 - $239.22 $18,439 - $22,486
94 Added 12.11%
870 $181,000
Q4 2022

Feb 14, 2023

SELL
$207.27 - $246.8 $4,559 - $5,429
-22 Reduced 2.76%
776 $164,000
Q3 2022

Nov 10, 2022

BUY
$238.35 - $298.47 $12,394 - $15,520
52 Added 6.97%
798 $193,000
Q2 2022

Aug 10, 2022

BUY
$253.94 - $359.31 $12,950 - $18,324
51 Added 7.34%
746 $195,000
Q1 2022

May 13, 2022

BUY
$313.79 - $356.74 $218,084 - $247,934
695 New
695 $240,000

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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