Latest Institutional Transactions on Essex Property Trust, Inc. (ESS)
This table provides information on the latest institutional transactions involving Essex Property Trust, Inc. (ESS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 5.1% |
N/A
|
948
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10New |
N/A
|
10
$2.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-811- 0.58% |
N/A
|
139K
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.77% |
N/A
|
775
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13+ 0.19% |
N/A
|
6.84K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2New |
N/A
|
2
$546
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.08K+ 194.7% |
N/A
|
6.18K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
151K+ 201.66% |
N/A
|
226K
$61.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
324+ 2.67% |
N/A
|
12.5K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
639+ 13.54% |
N/A
|
5.36K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
2.37K+ 9.1% |
N/A
|
28.4K
$7.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.03% |
N/A
|
27.4K
$7.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26New |
N/A
|
26
$7.09K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-19.9K- 9.81% |
N/A
|
183K
$49.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
53+ 10.93% |
N/A
|
538
$147K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 0.1% |
N/A
|
3.81K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.8K- 46.13% |
N/A
|
12.6K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-353- 1.39% |
N/A
|
25.1K
$6.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.27K- 3.36% |
N/A
|
36.6K
$9.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-117K- 80.73% |
N/A
|
27.9K
$7.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.5% |
N/A
|
794
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41+ 157.69% |
N/A
|
67
$18.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-56- 5.8% |
N/A
|
909
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.01K- 6.17% |
N/A
|
15.3K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
883New |
N/A
|
883
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.33K- 44.97% |
N/A
|
5.3K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.92K+ 77.91% |
N/A
|
13.5K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 37.5% |
N/A
|
154
$42K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 25.66% |
N/A
|
142
$38.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
719+ 5.76% |
N/A
|
13.2K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-515- 22.56% |
N/A
|
1.77K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
N/A
|
1
$273
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 3.62% |
N/A
|
715
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
5.06KNew |
N/A
|
5.06K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 6.82% |
N/A
|
141
$38.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
N/A
|
1
$273
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
168+ 15.73% |
N/A
|
1.24K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
904New |
N/A
|
904
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.59% |
N/A
|
857
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
185+ 18.72% |
N/A
|
1.17K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.28% |
N/A
|
712
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-39- 7.24% |
N/A
|
500
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-12- 0.66% |
N/A
|
1.82K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.2K+ 26.24% |
N/A
|
5.75K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-13- 1.68% |
N/A
|
762
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
855+ 6.54% |
N/A
|
13.9K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 83.33% |
N/A
|
1
$273
|