A detailed history of Sound Financial Strategies Group, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 2,690 shares of ESS stock, worth $733,885. This represents 0.64% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,910 7.56%
Holding current value
$733,885
Previous $792,000 7.45%
% of portfolio
0.64%
Previous 0.76%

Shares

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

Nov 12, 2024

SELL
$272.82 - $272.82 $60,020 - $60,020
-220 Reduced 7.56%
2,690 $733,000
Q2 2024

Aug 12, 2024

BUY
$232.65 - $284.59 $677,011 - $828,156
2,910 New
2,910 $792,000
Q2 2022

Jul 25, 2022

SELL
$253.94 - $359.31 $1.18 Million - $1.67 Million
-4,637 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$313.79 - $356.74 $1.46 Million - $1.65 Million
4,637 New
4,637 $1.6 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
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, 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 Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.