Purchases and Sales Made in Q1 2025 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3- 0.15% |
N/A
|
1.97K
$536K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 11.54% |
N/A
|
23
$6.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 8.7% |
N/A
|
42
$11.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 30.77% |
N/A
|
9
$2.46K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 80.0% |
N/A
|
1
$273
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4- 0.18% |
N/A
|
2.26K
$616K
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5- 0.29% |
N/A
|
1.73K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 0.94% |
N/A
|
529
$144K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6- 0.05% |
N/A
|
12.3K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6- 0.04% |
N/A
|
15.5K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7- 2.55% |
N/A
|
268
$73.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 0.9% |
N/A
|
768
$210K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-8- 0.67% |
N/A
|
1.19K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-9- 1.13% |
N/A
|
789
$215K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-10- 0.95% |
N/A
|
1.04K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-11- 4.55% |
N/A
|
231
$63K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 6.51% |
N/A
|
158
$43.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 6.78% |
N/A
|
165
$45K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 1.82% |
N/A
|
649
$177K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-13- 36.11% |
N/A
|
23
$6.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-14- 7.22% |
N/A
|
180
$49.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 56.67% |
N/A
|
13
$3.55K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18- 0.13% |
N/A
|
14.1K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-19- 28.36% |
N/A
|
48
$13.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19- 0.06% |
N/A
|
33.7K
$9.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 14.47% |
N/A
|
136
$37.1K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26- 0.48% |
N/A
|
5.42K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-28- 48.28% |
N/A
|
30
$8.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-30- 1.02% |
N/A
|
2.9K
$792K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-33- 3.68% |
N/A
|
864
$236K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 2.73% |
N/A
|
1.25K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-35- 1.49% |
N/A
|
2.31K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-36- 5.03% |
N/A
|
679
$185K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-38- 5.85% |
N/A
|
612
$167K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-40- 0.25% |
N/A
|
16.1K
$4.4M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-41- 1.03% |
N/A
|
3.95K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-48- 0.34% |
N/A
|
13.9K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-50- 50.51% |
N/A
|
49
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-50- 0.52% |
N/A
|
9.5K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-50- 5.69% |
N/A
|
828
$226K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-52- 17.33% |
N/A
|
248
$67.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53- 1.23% |
N/A
|
4.27K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-54- 1.22% |
N/A
|
4.36K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-60- 23.08% |
N/A
|
200
$54.6K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-61- 0.89% |
N/A
|
6.78K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-66- 0.35% |
N/A
|
18.6K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-71- 2.96% |
N/A
|
2.33K
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-75- 13.94% |
N/A
|
463
$126K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-85- 4.1% |
N/A
|
1.99K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-96- 1.7% |
N/A
|
5.55K
$1.51M
|