A detailed history of Valeo Financial Advisors, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,950 shares of ESS stock, worth $531,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,950
Previous 1,954 0.2%
Holding current value
$531,999
Previous $531,000 -0.0%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 10, 2024

SELL
$272.82 - $272.82 $1,091 - $1,091
-4 Reduced 0.2%
1,950 $531,000
Q2 2024

Jul 10, 2024

SELL
$232.65 - $284.59 $1,163 - $1,422
-5 Reduced 0.26%
1,954 $531,000
Q1 2024

Apr 19, 2024

SELL
$225.59 - $249.87 $1,127 - $1,249
-5 Reduced 0.25%
1,959 $479,000
Q4 2023

Jan 29, 2024

SELL
$205.66 - $252.75 $205,660 - $252,750
-1,000 Reduced 33.74%
1,964 $486,000
Q3 2023

Oct 19, 2023

BUY
$210.74 - $245.53 $3,582 - $4,174
17 Added 0.58%
2,964 $628,000
Q1 2023

Apr 17, 2023

SELL
$196.17 - $239.22 $262,083 - $319,597
-1,336 Reduced 31.19%
2,947 $616,000
Q4 2022

Feb 09, 2023

BUY
$207.27 - $246.8 $242,920 - $289,249
1,172 Added 37.67%
4,283 $906,000
Q3 2022

Oct 31, 2022

SELL
$238.35 - $298.47 $13,109 - $16,415
-55 Reduced 1.74%
3,111 $754,000
Q2 2022

Aug 03, 2022

SELL
$253.94 - $359.31 $39,360 - $55,693
-155 Reduced 4.67%
3,166 $828,000
Q1 2022

Apr 28, 2022

BUY
$313.79 - $356.74 $48,009 - $54,581
153 Added 4.83%
3,321 $1.15 Million
Q4 2021

Jan 07, 2022

BUY
$325.49 - $357.25 $2,603 - $2,858
8 Added 0.25%
3,168 $1.12 Million
Q3 2021

Nov 02, 2021

BUY
$303.93 - $337.0 $960,418 - $1.06 Million
3,160 New
3,160 $1.01 Million
Q2 2021

Jul 22, 2021

SELL
$275.8 - $315.4 $15,720 - $17,977
-57 Closed
0 $0
Q1 2021

Apr 12, 2021

BUY
$227.22 - $293.76 $454 - $587
2 Added 3.64%
57 $15,000
Q3 2020

Oct 28, 2020

SELL
$198.98 - $239.37 $2,387 - $2,872
-12 Reduced 17.91%
55 $11,000
Q2 2020

Jul 20, 2020

SELL
$190.86 - $276.2 $27,483 - $39,772
-144 Reduced 68.25%
67 $15,000
Q1 2020

Apr 13, 2020

BUY
$182.23 - $329.03 $20,227 - $36,522
111 Added 111.0%
211 $52,000
Q4 2019

Jan 24, 2020

BUY
$296.19 - $332.54 $29,619 - $33,254
100 New
100 $30,000
Q3 2019

Oct 15, 2019

SELL
$292.05 - $330.21 $65,419 - $73,967
-224 Closed
0 $0
Q2 2019

Jul 10, 2019

BUY
$274.63 - $302.91 $61,517 - $67,851
224 New
224 $65,000

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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