A detailed history of Perigon Wealth Management, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 27,389 shares of ESS stock, worth $7.47 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
27,389
Previous 27,367 0.08%
Holding current value
$7.47 Million
Previous $7.45 Million 0.31%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 16, 2024

BUY
$272.82 - $272.82 $6,002 - $6,002
22 Added 0.08%
27,389 $7.47 Million
Q2 2024

Aug 02, 2024

SELL
$232.65 - $284.59 $2,559 - $3,130
-11 Reduced 0.04%
27,367 $7.45 Million
Q1 2024

Apr 29, 2024

BUY
$225.59 - $249.87 $38,124 - $42,228
169 Added 0.62%
27,378 $6.7 Million
Q4 2023

Jan 29, 2024

BUY
$205.66 - $252.75 $5.6 Million - $6.88 Million
27,209 New
27,209 $6.75 Million
Q1 2021

May 17, 2021

SELL
$227.22 - $293.76 $27,720 - $35,838
-122 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$186.32 - $262.95 $22,731 - $32,079
122 New
122 $29,000
Q2 2018

Aug 07, 2018

SELL
$227.4 - $246.19 $20,011 - $21,664
-88 Closed
0 $0
Q3 2017

Dec 05, 2017

SELL
$251.42 - $269.39 $272,790 - $292,288
-1,085 Reduced 92.5%
88 $23,000
Q2 2017

Sep 12, 2017

BUY
N/A
1,173
1,173 $304,000

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 Perigon Wealth Management, LLC Portfolio

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

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.