A detailed history of Sovereign Financial Group, Inc. transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 852 shares of ESS stock, worth $232,442. This represents 0.06% of its overall portfolio holdings.

Number of Shares
852
Previous 851 0.12%
Holding current value
$232,442
Previous $231,000 0.43%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 08, 2024

BUY
$272.82 - $272.82 $272 - $272
1 Added 0.12%
852 $232,000
Q2 2024

Jul 15, 2024

BUY
$232.65 - $284.59 $930 - $1,138
4 Added 0.47%
851 $231,000
Q1 2024

Apr 15, 2024

BUY
$225.59 - $249.87 $1,127 - $1,249
5 Added 0.59%
847 $207,000
Q4 2023

Feb 06, 2024

BUY
$205.66 - $252.75 $173,165 - $212,815
842 New
842 $208,000
Q1 2023

May 04, 2023

SELL
$196.17 - $239.22 $5,492 - $6,698
-28 Reduced 2.69%
1,013 $211,000
Q4 2022

Feb 13, 2023

BUY
$207.27 - $246.8 $2,487 - $2,961
12 Added 1.17%
1,041 $220,000
Q3 2022

Nov 14, 2022

SELL
$238.35 - $298.47 $3,336 - $4,178
-14 Reduced 1.34%
1,029 $249,000
Q2 2022

Aug 15, 2022

SELL
$253.94 - $359.31 $9,649 - $13,653
-38 Reduced 3.52%
1,043 $273,000
Q1 2022

May 16, 2022

BUY
$313.79 - $356.74 $627 - $713
2 Added 0.19%
1,081 $373,000
Q4 2021

Feb 15, 2022

BUY
$325.49 - $357.25 $5,207 - $5,716
16 Added 1.51%
1,079 $380,000
Q3 2021

Nov 12, 2021

BUY
$303.93 - $337.0 $1,519 - $1,685
5 Added 0.47%
1,063 $340,000
Q4 2020

Feb 16, 2021

BUY
$186.32 - $262.95 $197,126 - $278,201
1,058 New
1,058 $251,000

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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