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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
63New |
$13.1K - $15.5K
|
63
$17.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-43- 27.04% |
$8.91K - $10.6K
|
116
$31.6K
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.6K+ 15.95% |
$332K - $395K
|
11.6K
$3.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.28KNew |
$887K - $1.06M
|
4.28K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
678New |
$141K - $167K
|
678
$185K
|
|
|
Feb 03, 2023
Q4 2022
|
Hill Winds Capital LP
|
SELL
|
- |
-34K- 64.76% |
$7.05M - $8.39M
|
18.5K
$5.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-310- 99.04% |
$64.3K - $76.5K
|
3
$818
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-600- 13.95% |
$124K - $148K
|
3.7K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.69K - $3.21K
|
13
$3.55K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
8.77K+ 48.97% |
$1.82M - $2.16M
|
26.7K
$7.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.62K+ 20.74% |
$336K - $400K
|
9.43K
$2.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2New |
$415 - $494
|
2
$546
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
1.31KNew |
$272K - $324K
|
1.31K
$358K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-21- 75.0% |
$4.35K - $5.18K
|
7
$1.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$1.45K - $1.73K
|
7
$1.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.29K- 95.54% |
$888K - $1.06M
|
200
$54.6K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24- 1.66% |
$5.72K - $7.16K
|
1.42K
$388K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.82K+ 137.49% |
$672K - $842K
|
4.87K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.67K- 43.97% |
$1.35M - $1.69M
|
7.23K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
829New |
$198K - $247K
|
829
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
297New |
$70.8K - $88.6K
|
297
$81K
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
31.6K+ 36.32% |
$7.53M - $9.43M
|
119K
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-372- 30.92% |
$88.7K - $111K
|
831
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4New |
$953 - $1.19K
|
4
$1.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
6New |
$1.43K - $1.79K
|
6
$1.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
30+ 0.58% |
$7.15K - $8.95K
|
5.21K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
525+ 42.3% |
$125K - $157K
|
1.77K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-10.5K- 68.88% |
$2.5M - $3.12M
|
4.73K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.82K- 75.84% |
$672K - $841K
|
898
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
7+ 0.85% |
$1.67K - $2.09K
|
831
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-601- 39.36% |
$143K - $179K
|
926
$253K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
297New |
$70.8K - $88.6K
|
297
$81K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-36- 0.66% |
$8.58K - $10.7K
|
5.43K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-14.7K- 59.6% |
$3.5M - $4.39M
|
9.96K
$2.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
321New |
$76.5K - $95.8K
|
321
$87.6K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-65- 94.2% |
$15.5K - $19.4K
|
4
$1.09K
|
|