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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 3.0% |
$677 - $750
|
97
$26.5K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.8K- 13.5% |
$3.79M - $4.2M
|
108K
$29.4M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-162- 16.15% |
$36.5K - $40.5K
|
841
$229K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
11.9KNew |
$2.69M - $2.98M
|
11.9K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
3KNew |
$677K - $750K
|
3K
$818K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-120- 12.22% |
$27.1K - $30K
|
862
$235K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-216- 7.08% |
$48.7K - $54K
|
2.84K
$773K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-187- 89.9% |
$42.2K - $46.7K
|
21
$5.73K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.74KNew |
$393K - $435K
|
1.74K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
44New |
$9.93K - $11K
|
44
$12K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
22KNew |
$4.96M - $5.49M
|
22K
$6M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-5.74K- 60.18% |
$1.29M - $1.43M
|
3.8K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
147+ 17.93% |
$33.2K - $36.7K
|
967
$264K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
90New |
$20.3K - $22.5K
|
90
$24.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$226 - $250
|
6
$1.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.53KNew |
$571K - $632K
|
2.53K
$690K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$1.13K - $1.25K
|
5
$1.36K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
40New |
$9.02K - $9.99K
|
40
$10.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$2.03K - $2.25K
|
9
$2.46K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
840New |
$189K - $210K
|
840
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-204- 14.24% |
$46K - $51K
|
1.23K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2New |
$451 - $500
|
2
$546
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
666+ 33300.0% |
$137K - $168K
|
668
$182K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.76KClosed |
$567K - $697K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
570+ 10.88% |
$117K - $144K
|
5.81K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
44+ 4.98% |
$9.05K - $11.1K
|
927
$253K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
74New |
$15.2K - $18.7K
|
74
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$206 - $253
|
1
$273
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 60.0% |
$1.23K - $1.52K
|
4
$1.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
100+ 5.56% |
$20.6K - $25.3K
|
1.9K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.6K- 41.03% |
$329K - $404K
|
2.3K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$460K - $565K
|
2.24K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.3KNew |
$473K - $581K
|
2.3K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.6K- 22.52% |
$535K - $657K
|
8.95K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-363- 2.65% |
$74.7K - $91.7K
|
13.3K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3KNew |
$267K - $329K
|
1.3K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.4KNew |
$288K - $354K
|
1.4K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
869New |
$179K - $220K
|
869
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-366- 18.88% |
$75.3K - $92.5K
|
1.57K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
32.2KNew |
$6.63M - $8.15M
|
32.2K
$8.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.24K+ 53.03% |
$666K - $819K
|
9.35K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
1.49KNew |
$307K - $377K
|
1.49K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Lasalle Investment Management Securities LLC
Baltimore, MD |
SELL
|
- |
-258K- 88.25% |
$53.2M - $65.3M
|
34.4K
$9.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1.5K+ 5.98% |
$308K - $379K
|
26.6K
$7.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$20.6K - $25.3K
|
100
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
48KNew |
$9.88M - $12.1M
|
48K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Paralel Advisors LLC
|
BUY
|
- |
44New |
$9.05K - $11.1K
|
44
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
100+ 1.08% |
$20.6K - $25.3K
|
9.39K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-159- 3.04% |
$32.7K - $40.2K
|
5.07K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
253New |
$52K - $63.9K
|
253
$69K
|
|