A detailed history of Steward Partners Investment Advisory, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 81 shares of ESS stock, worth $22,098. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81
Previous 100 19.0%
Holding current value
$22,098
Previous $24,000 20.83%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$225.59 - $249.87 $4,286 - $4,747
-19 Reduced 19.0%
81 $19,000
Q2 2023

Aug 14, 2023

SELL
$205.98 - $236.92 $10,504 - $12,082
-51 Reduced 33.77%
100 $23,000
Q1 2023

May 15, 2023

BUY
$196.17 - $239.22 $6,081 - $7,415
31 Added 25.83%
151 $31,000
Q4 2022

Feb 15, 2023

BUY
$207.27 - $246.8 $12,436 - $14,808
60 Added 100.0%
120 $25,000
Q3 2022

Nov 10, 2022

BUY
$238.35 - $298.47 $3,813 - $4,775
16 Added 36.36%
60 $15,000
Q2 2022

Aug 04, 2022

BUY
$253.94 - $359.31 $3,809 - $5,389
15 Added 51.72%
44 $12,000
Q3 2021

Nov 12, 2021

SELL
$303.93 - $337.0 $4,255 - $4,718
-14 Reduced 32.56%
29 $9,000
Q2 2021

Aug 13, 2021

SELL
$275.8 - $315.4 $4,412 - $5,046
-16 Reduced 27.12%
43 $13,000
Q1 2021

May 14, 2021

BUY
$227.22 - $293.76 $6,816 - $8,812
30 Added 103.45%
59 $16,000
Q4 2020

Feb 11, 2021

SELL
$186.32 - $262.95 $4,658 - $6,573
-25 Reduced 46.3%
29 $7,000
Q3 2020

Oct 30, 2020

BUY
$198.98 - $239.37 $4,974 - $5,984
25 Added 86.21%
54 $11,000
Q2 2019

Jul 25, 2019

BUY
$274.63 - $302.91 $7,964 - $8,784
29 New
29 $8,000
Q4 2018

Jan 15, 2019

SELL
$238.62 - $265.68 $6,919 - $7,704
-29 Closed
0 $0
Q2 2018

Jul 20, 2018

SELL
$227.4 - $246.19 $33,655 - $36,436
-148 Reduced 83.62%
29 $7,000
Q1 2018

Apr 20, 2018

BUY
$217.81 - $243.67 $38,552 - $43,129
177 New
177 $42,000

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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