Purchases and Sales Made in Q1 2024 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q1 2024. The information is specifically focused on institutions that hold shares of ESSEX PROPERTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
90New |
$20.3K - $22.5K
|
90
$24.6K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
81+ 8.58% |
$18.3K - $20.2K
|
1.03K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
78+ 3.06% |
$17.6K - $19.5K
|
2.63K
$718K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 112.31% |
$16.5K - $18.2K
|
138
$37.6K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
66+ 7.58% |
$14.9K - $16.5K
|
937
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
64+ 7.17% |
$14.4K - $16K
|
956
$261K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63+ 1.41% |
$14.2K - $15.7K
|
4.55K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
55+ 0.49% |
$12.4K - $13.7K
|
11.3K
$3.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
55+ 10.26% |
$12.4K - $13.7K
|
591
$161K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
51+ 31.87% |
$11.5K - $12.7K
|
211
$57.6K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
48+ 2.45% |
$10.8K - $12K
|
2.01K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
44+ 3.72% |
$9.93K - $11K
|
1.23K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
44New |
$9.93K - $11K
|
44
$12K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
42+ 4.57% |
$9.47K - $10.5K
|
962
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
40New |
$9.02K - $9.99K
|
40
$10.9K
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
40+ 0.7% |
$9.02K - $9.99K
|
5.73K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38+ 43.18% |
$8.57K - $9.5K
|
126
$34.4K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
38+ 158.33% |
$8.57K - $9.5K
|
62
$16.9K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38+ 1266.67% |
$8.57K - $9.5K
|
41
$11.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 1.84% |
$8.35K - $9.25K
|
2.05K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35New |
$7.9K - $8.75K
|
35
$9.55K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32+ 5.93% |
$7.22K - $8K
|
572
$156K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$6.77K - $7.5K
|
30
$8.18K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
30+ 1.68% |
$6.77K - $7.5K
|
1.81K
$494K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
29+ 4.23% |
$6.54K - $7.25K
|
714
$195K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 5.45% |
$6.32K - $7K
|
542
$148K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
25+ 0.05% |
$5.64K - $6.25K
|
53.6K
$14.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21+ 2.82% |
$4.74K - $5.25K
|
765
$209K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20+ 2.22% |
$4.51K - $5K
|
919
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 18.18% |
$4.51K - $5K
|
130
$35.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19+ 0.9% |
$4.29K - $4.75K
|
2.13K
$582K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$4.29K - $4.75K
|
19
$5.18K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
19+ 0.14% |
$4.29K - $4.75K
|
13.3K
$3.62M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18+ 0.14% |
$4.06K - $4.5K
|
12.7K
$3.47M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
14+ 0.08% |
$3.16K - $3.5K
|
17.7K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 433.33% |
$2.93K - $3.25K
|
16
$4.37K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12+ 0.21% |
$2.71K - $3K
|
5.82K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 84.62% |
$2.48K - $2.75K
|
24
$6.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$2.03K - $2.25K
|
9
$2.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 17.02% |
$1.8K - $2K
|
55
$15K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.7% |
$1.8K - $2K
|
1.15K
$315K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 4.27% |
$1.58K - $1.75K
|
171
$46.7K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
7+ 0.76% |
$1.58K - $1.75K
|
933
$255K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.47% |
$1.58K - $1.75K
|
1.51K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.3% |
$1.35K - $1.5K
|
2.04K
$556K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
6+ 0.65% |
$1.35K - $1.5K
|
927
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.59% |
$1.13K - $1.25K
|
847
$231K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 5.88% |
$1.13K - $1.25K
|
90
$24.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$1.13K - $1.25K
|
5
$1.36K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 5.56% |
$1.13K - $1.25K
|
95
$25.9K
|