A detailed history of New Edge Wealth, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 977 shares of ESS stock, worth $266,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares
977
Previous 1,042 6.24%
Holding current value
$266,545
Previous $255,000 3.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 01, 2024

SELL
$232.65 - $284.59 $15,122 - $18,498
-65 Reduced 6.24%
977 $265,000
Q1 2024

May 06, 2024

SELL
$225.59 - $249.87 $4,511 - $4,997
-20 Reduced 1.88%
1,042 $255,000
Q4 2023

Jan 29, 2024

BUY
$205.66 - $252.75 $6,786 - $8,340
33 Added 3.21%
1,062 $263,000
Q3 2023

Nov 08, 2023

SELL
$210.74 - $245.53 $2,107 - $2,455
-10 Reduced 0.96%
1,029 $218,000
Q2 2023

Aug 09, 2023

SELL
$205.98 - $236.92 $1,647 - $1,895
-8 Reduced 0.76%
1,039 $243,000
Q1 2023

May 08, 2023

BUY
$196.17 - $239.22 $8,435 - $10,286
43 Added 4.28%
1,047 $218,000
Q4 2022

Feb 14, 2023

BUY
$207.27 - $246.8 $621 - $740
3 Added 0.3%
1,004 $212,000
Q3 2022

Nov 14, 2022

BUY
$238.35 - $298.47 $44,809 - $56,112
188 Added 23.12%
1,001 $242,000
Q2 2022

Aug 09, 2022

BUY
$253.94 - $359.31 $206,453 - $292,119
813 New
813 $213,000

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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