A detailed history of Naviter Wealth, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 4,056 shares of ESS stock, worth $1.11 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,056
Previous 4,293 5.52%
Holding current value
$1.11 Million
Previous $1.17 Million 5.31%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 16, 2024

SELL
$272.82 - $272.82 $64,658 - $64,658
-237 Reduced 5.52%
4,056 $1.11 Million
Q2 2024

Aug 01, 2024

BUY
$232.65 - $284.59 $32,338 - $39,558
139 Added 3.35%
4,293 $1.17 Million
Q1 2024

Apr 18, 2024

BUY
$225.59 - $249.87 $101,966 - $112,941
452 Added 12.21%
4,154 $1.02 Million
Q4 2023

Feb 05, 2024

BUY
$205.66 - $252.75 $27,969 - $34,374
136 Added 3.81%
3,702 $917,000
Q3 2023

Nov 14, 2023

BUY
$210.74 - $245.53 $60,271 - $70,221
286 Added 8.72%
3,566 $756,000
Q2 2023

Jul 20, 2023

BUY
$205.98 - $236.92 $88,777 - $102,112
431 Added 15.13%
3,280 $768,000
Q1 2023

Apr 12, 2023

BUY
$196.17 - $239.22 $93,180 - $113,629
475 Added 20.01%
2,849 $595,000
Q4 2022

Jan 31, 2023

BUY
$207.27 - $246.8 $99,696 - $118,710
481 Added 25.41%
2,374 $502,000
Q3 2022

Oct 27, 2022

BUY
$238.35 - $298.47 $81,992 - $102,673
344 Added 22.21%
1,893 $463,000
Q2 2022

Jul 18, 2022

SELL
$253.94 - $359.31 $15,490 - $21,917
-61 Reduced 3.79%
1,549 $408,000
Q1 2022

Apr 21, 2022

SELL
$313.79 - $356.74 $27,927 - $31,749
-89 Reduced 5.24%
1,610 $560,000
Q4 2021

Feb 03, 2022

BUY
$325.49 - $357.25 $553,007 - $606,967
1,699 New
1,699 $602,000

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 Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.