Latest Institutional Purchases of Essex Property Trust, Inc. (ESS)
This list provides information on the latest institutional transactions involving Essex Property Trust, Inc. (ESS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76+ 6.19% |
N/A
|
1.3K
$356K
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
75+ 5.3% |
N/A
|
1.49K
$407K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
73New |
N/A
|
73
$19.9K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
70+ 233.33% |
N/A
|
100
$27.3K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
65+ 1.63% |
N/A
|
4.05K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
64+ 0.19% |
N/A
|
34.6K
$9.45M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
64+ 0.69% |
N/A
|
9.38K
$2.56M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
63+ 6.19% |
N/A
|
1.08K
$295K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
62+ 4.48% |
N/A
|
1.45K
$395K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
61+ 3.09% |
N/A
|
2.04K
$556K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 1.6% |
N/A
|
3.87K
$1.06M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 47.41% |
N/A
|
171
$46.7K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
53New |
N/A
|
53
$14.5K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
53+ 5.59% |
N/A
|
1K
$273K
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
50+ 4.28% |
N/A
|
1.22K
$332K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49+ 56.32% |
N/A
|
136
$37.1K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49+ 34.75% |
N/A
|
190
$51.8K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
46+ 2.09% |
N/A
|
2.25K
$613K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46+ 6.28% |
N/A
|
778
$212K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
44+ 4.97% |
N/A
|
929
$253K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.16% |
N/A
|
27.4K
$7.49M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
43+ 4.56% |
N/A
|
985
$269K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
43+ 4300.0% |
N/A
|
44
$12K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
N/A
|
39
$10.6K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.64% |
N/A
|
5.79K
$1.58M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34+ 0.26% |
N/A
|
13K
$3.54M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
32+ 6.27% |
N/A
|
542
$148K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31New |
N/A
|
31
$8.46K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
N/A
|
27
$7.37K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
25New |
N/A
|
25
$6.82K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
21+ 2.95% |
N/A
|
733
$200K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
N/A
|
21
$5.73K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21New |
N/A
|
21
$5.73K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20+ 1.67% |
N/A
|
1.22K
$331K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20+ 100.0% |
N/A
|
40
$10.9K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 26.79% |
N/A
|
71
$19.4K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
14New |
N/A
|
14
$3.82K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 45.16% |
N/A
|
45
$12.3K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13+ 0.61% |
N/A
|
2.14K
$584K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 260.0% |
N/A
|
18
$4.91K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11+ 1.39% |
N/A
|
805
$220K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 45.45% |
N/A
|
32
$8.73K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10+ 4.46% |
N/A
|
234
$63.8K
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
10+ 0.25% |
N/A
|
3.96K
$1.08M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 500.0% |
N/A
|
12
$3.27K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 2.12% |
N/A
|
433
$118K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 1.02% |
N/A
|
794
$217K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 2.21% |
N/A
|
324
$88.4K
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7+ 0.44% |
N/A
|
1.61K
$438K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
N/A
|
6
$1.64K
|