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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 7.34% |
$1.65K - $1.9K
|
101
$27.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$3.09K - $3.55K
|
15
$4.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.12K- 34.95% |
$231K - $266K
|
2.09K
$570K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-1.85K- 37.15% |
$380K - $437K
|
3.12K
$851K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 20.0% |
$2.06K - $2.37K
|
40
$10.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$2.88K - $3.32K
|
14
$3.82K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-935- 3.3% |
$193K - $222K
|
27.4K
$7.47M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.34KNew |
$459K - $560K
|
2.34K
$639K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.79KNew |
$940K - $1.15M
|
4.79K
$1.31M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.01KNew |
$394K - $481K
|
2.01K
$549K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180+ 19.54% |
$35.3K - $43.1K
|
1.1K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.1K+ 103.48% |
$216K - $263K
|
2.16K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-43- 56.58% |
$8.44K - $10.3K
|
33
$9K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.12KNew |
$219K - $267K
|
1.12K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.75KNew |
$931K - $1.14M
|
4.75K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-320- 91.43% |
$62.8K - $76.6K
|
30
$8.18K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-249- 84.98% |
$48.8K - $59.6K
|
44
$12K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-7.44K- 82.57% |
$1.46M - $1.78M
|
1.57K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.77KNew |
$1.92M - $2.34M
|
9.77K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 19563.64% |
$422K - $515K
|
2.16K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-260- 16.52% |
$51K - $62.2K
|
1.31K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$589K - $718K
|
3K
$818K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
581KNew |
$114M - $139M
|
581K
$158M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.49K- 53.06% |
$489K - $596K
|
2.2K
$601K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.08% |
$196 - $239
|
1.26K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
259+ 4.19% |
$50.8K - $62K
|
6.44K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.37KNew |
$660K - $805K
|
3.37K
$918K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.99K- 62.39% |
$391K - $476K
|
1.2K
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
178New |
$34.9K - $42.6K
|
178
$48.6K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-21.4K- 93.57% |
$4.19M - $5.12M
|
1.47K
$401K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
2New |
$392 - $478
|
2
$546
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
37New |
$7.67K - $9.13K
|
37
$10.1K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-70- 82.35% |
$14.5K - $17.3K
|
15
$4.09K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1New |
$207 - $247
|
1
$273
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
408New |
$84.6K - $101K
|
408
$111K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7New |
$1.45K - $1.73K
|
7
$1.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39.8KNew |
$8.25M - $9.82M
|
39.8K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
96New |
$19.9K - $23.7K
|
96
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
293New |
$60.7K - $72.3K
|
293
$79.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
635New |
$132K - $157K
|
635
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-54.7K- 95.77% |
$11.3M - $13.5M
|
2.42K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.77KNew |
$782K - $931K
|
3.77K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.77KNew |
$368K - $438K
|
1.77K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.45KClosed |
$508K - $605K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
4.49KNew |
$930K - $1.11M
|
4.49K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$244K - $290K
|
1.18K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
661+ 22.44% |
$137K - $163K
|
3.61K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
21.2KNew |
$4.4M - $5.24M
|
21.2K
$5.79M
|
|