A detailed history of United Capital Financial Advisers, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,731 shares of ESS stock, worth $472,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,731
Previous 1,620 6.85%
Holding current value
$472,251
Previous $440,000 7.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$272.82 - $272.82 $30,283 - $30,283
111 Added 6.85%
1,731 $472,000
Q2 2024

Aug 14, 2024

SELL
$232.65 - $284.59 $9,538 - $11,668
-41 Reduced 2.47%
1,620 $440,000
Q1 2024

May 15, 2024

SELL
$225.59 - $249.87 $97,003 - $107,444
-430 Reduced 20.56%
1,661 $406,000
Q4 2023

Feb 14, 2024

SELL
$205.66 - $252.75 $116,609 - $143,309
-567 Reduced 21.33%
2,091 $518,000
Q3 2023

Nov 14, 2023

SELL
$210.74 - $245.53 $102,841 - $119,818
-488 Reduced 15.51%
2,658 $563,000
Q2 2023

Aug 14, 2023

SELL
$205.98 - $236.92 $45,521 - $52,359
-221 Reduced 6.56%
3,146 $737,000
Q1 2023

Aug 14, 2023

BUY
$196.17 - $239.22 $43,353 - $52,867
221 Added 7.02%
3,367 $704,000
Q1 2023

May 15, 2023

SELL
$196.17 - $239.22 $36,879 - $44,973
-188 Reduced 5.29%
3,367 $704,000
Q4 2022

Feb 14, 2023

SELL
$207.27 - $246.8 $124,154 - $147,833
-599 Reduced 14.42%
3,555 $752,000
Q3 2022

Nov 14, 2022

SELL
$238.35 - $298.47 $6,673 - $8,357
-28 Reduced 0.67%
4,154 $1.01 Million
Q2 2022

Aug 11, 2022

SELL
$253.94 - $359.31 $37,837 - $53,537
-149 Reduced 3.44%
4,182 $1.09 Million
Q1 2022

May 16, 2022

BUY
$313.79 - $356.74 $51,461 - $58,505
164 Added 3.94%
4,331 $1.5 Million
Q4 2021

Feb 14, 2022

BUY
$325.49 - $357.25 $136,380 - $149,687
419 Added 11.18%
4,167 $1.47 Million
Q3 2021

Nov 15, 2021

BUY
$303.93 - $337.0 $85,404 - $94,697
281 Added 8.1%
3,748 $1.2 Million
Q2 2021

Aug 13, 2021

BUY
$275.8 - $315.4 $97,081 - $111,020
352 Added 11.3%
3,467 $1.04 Million
Q1 2021

May 14, 2021

BUY
$227.22 - $293.76 $61,122 - $79,021
269 Added 9.45%
3,115 $847,000
Q4 2020

Feb 17, 2021

SELL
$186.32 - $262.95 $250,414 - $353,404
-1,344 Reduced 32.08%
2,846 $676,000
Q3 2020

Nov 13, 2020

SELL
$198.98 - $239.37 $128,740 - $154,872
-647 Reduced 13.38%
4,190 $841,000
Q2 2020

Aug 13, 2020

SELL
$190.86 - $276.2 $103,446 - $149,700
-542 Reduced 10.08%
4,837 $1.11 Million
Q1 2020

May 15, 2020

SELL
$182.23 - $329.03 $52,482 - $94,760
-288 Reduced 5.08%
5,379 $1.19 Million
Q4 2019

Feb 14, 2020

BUY
$296.19 - $332.54 $167,347 - $187,885
565 Added 11.07%
5,667 $1.71 Million
Q3 2019

Nov 14, 2019

SELL
$292.05 - $330.21 $86,738 - $98,072
-297 Reduced 5.5%
5,102 $1.67 Million
Q2 2019

Aug 13, 2019

BUY
$274.63 - $302.91 $131,273 - $144,790
478 Added 9.71%
5,399 $1.58 Million
Q1 2019

May 14, 2019

SELL
$236.59 - $292.86 $1.72 Million - $2.13 Million
-7,282 Reduced 59.67%
4,921 $1.42 Million
Q4 2018

Feb 14, 2019

SELL
$238.62 - $265.68 $232,415 - $258,772
-974 Reduced 7.39%
12,203 $2.99 Million
Q3 2018

Nov 14, 2018

SELL
$229.35 - $250.24 $129,582 - $141,385
-565 Reduced 4.11%
13,177 $3.25 Million
Q2 2018

Aug 14, 2018

SELL
$227.4 - $246.19 $320,406 - $346,881
-1,409 Reduced 9.3%
13,742 $3.29 Million
Q1 2018

May 15, 2018

SELL
$217.81 - $243.67 $1.85 Million - $2.07 Million
-8,511 Reduced 35.97%
15,151 $3.65 Million
Q4 2017

Feb 13, 2018

BUY
$237.57 - $262.53 $150,144 - $165,918
632 Added 2.74%
23,662 $5.71 Million
Q3 2017

Nov 14, 2017

BUY
$251.42 - $269.39 $4.1 Million - $4.39 Million
16,309 Added 242.66%
23,030 $5.85 Million
Q2 2017

Aug 14, 2017

BUY
N/A
6,721
6,721 $1.73 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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