A detailed history of Org Wealth Partners, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Org Wealth Partners, LLC holds 885 shares of ESS stock, worth $241,445. This represents 0.1% of its overall portfolio holdings.

Number of Shares
885
Previous 2,037 56.55%
Holding current value
$241,445
Previous $555,000 56.58%
% of portfolio
0.1%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

SELL
N/A
-1,152 Reduced 56.55%
885 $241,000
Q1 2025

Apr 21, 2025

BUY
N/A
61 Added 3.09%
2,037 $555,000
Q4 2024

Jan 10, 2025

SELL
N/A
-74 Reduced 3.61%
1,976 $539,000
Q3 2024

Oct 11, 2024

BUY
$272.82 - $272.82 $559,281 - $559,281
2,050 New
2,050 $606 Million

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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