A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,364 shares of ESS stock, worth $2.01 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,364
Previous 7,058 4.34%
Holding current value
$2.01 Million
Previous $1.92 Million 4.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$272.82 - $272.82 $83,482 - $83,482
306 Added 4.34%
7,364 $2.01 Million
Q2 2024

Jul 16, 2024

BUY
$232.65 - $284.59 $79,798 - $97,614
343 Added 5.11%
7,058 $1.92 Million
Q1 2024

Apr 15, 2024

SELL
$225.59 - $249.87 $114,599 - $126,933
-508 Reduced 7.03%
6,715 $1.64 Million
Q4 2023

Jan 30, 2024

BUY
$205.66 - $252.75 $144,578 - $177,683
703 Added 10.78%
7,223 $1.79 Million
Q3 2023

Nov 13, 2023

BUY
$210.74 - $245.53 $1.37 Million - $1.6 Million
6,520 New
6,520 $1.38 Million
Q1 2020

May 01, 2020

SELL
$182.23 - $329.03 $2.09 Million - $3.78 Million
-11,474 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$296.19 - $332.54 $340,618 - $382,421
1,150 Added 11.14%
11,474 $3.45 Million
Q3 2019

Nov 06, 2019

BUY
$292.05 - $330.21 $1.57 Million - $1.78 Million
5,385 Added 109.03%
10,324 $3.38 Million
Q2 2019

Aug 02, 2019

BUY
$274.63 - $302.91 $1.36 Million - $1.5 Million
4,939 New
4,939 $1.52 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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