Purchases and Sales Made in Q2 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
330+ 13.13% |
$68K - $78.2K
|
2.84K
$776K
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
324+ 23.18% |
$66.7K - $76.8K
|
1.72K
$470K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
297New |
$61.2K - $70.4K
|
297
$81K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
290+ 1.93% |
$59.7K - $68.7K
|
15.4K
$4.19M
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
289+ 18.07% |
$59.5K - $68.5K
|
1.89K
$515K
|
|
Jul 19, 2023
Q2 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
279+ 4.04% |
$57.5K - $66.1K
|
7.19K
$1.96M
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
270+ 3.15% |
$55.6K - $64K
|
8.84K
$2.41M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
262+ 4.08% |
$54K - $62.1K
|
6.68K
$1.82M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
242+ 2.21% |
$49.8K - $57.3K
|
11.2K
$3.05M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
239+ 241.41% |
$49.2K - $56.6K
|
338
$92.2K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
234New |
$48.2K - $55.4K
|
234
$63.8K
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
222+ 7.28% |
$45.7K - $52.6K
|
3.27K
$893K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
209+ 21.5% |
$43K - $49.5K
|
1.18K
$322K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
206+ 0.28% |
$42.4K - $48.8K
|
74.2K
$20.2M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
188+ 12.95% |
$38.7K - $44.5K
|
1.64K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
185+ 16.0% |
$38.1K - $43.8K
|
1.34K
$366K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
183+ 3.42% |
$37.7K - $43.4K
|
5.53K
$1.51M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
182New |
$37.5K - $43.1K
|
182
$49.7K
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
179+ 6.07% |
$36.9K - $42.4K
|
3.13K
$853K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
171+ 5.94% |
$35.2K - $40.5K
|
3.05K
$833K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
152New |
$31.3K - $36K
|
152
$41.5K
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
152+ 0.59% |
$31.3K - $36K
|
26.1K
$7.13M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
147+ 18.68% |
$30.3K - $34.8K
|
934
$255K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
146New |
$30.1K - $34.6K
|
146
$39.8K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
142+ 617.39% |
$29.2K - $33.6K
|
165
$45K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
135+ 1350.0% |
$27.8K - $32K
|
145
$39.6K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
129+ 12.96% |
$26.6K - $30.6K
|
1.12K
$307K
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
119+ 2.97% |
$24.5K - $28.2K
|
4.12K
$1.12M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
117+ 6.81% |
$24.1K - $27.7K
|
1.84K
$501K
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
117+ 0.84% |
$24.1K - $27.7K
|
14K
$3.82M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 3.33% |
$20.6K - $23.7K
|
3.1K
$846K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
91+ 8.4% |
$18.7K - $21.6K
|
1.17K
$320K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 4150.0% |
$17.1K - $19.7K
|
85
$23.2K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
83+ 1.44% |
$17.1K - $19.7K
|
5.84K
$1.59M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
81+ 1.19% |
$16.7K - $19.2K
|
6.86K
$1.87M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
81+ 0.96% |
$16.7K - $19.2K
|
8.52K
$2.32M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
80+ 11.63% |
$16.5K - $19K
|
768
$210K
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
80+ 4.06% |
$16.5K - $19K
|
2.05K
$560K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77+ 7.59% |
$15.9K - $18.2K
|
1.09K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70+ 73.68% |
$14.4K - $16.6K
|
165
$45K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$14.2K - $16.3K
|
69
$18.8K
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
69New |
$14.2K - $16.3K
|
69
$18.8K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53+ 1.22% |
$10.9K - $12.6K
|
4.41K
$1.2M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
52+ 1.02% |
$10.7K - $12.3K
|
5.16K
$1.41M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$10.3K - $11.8K
|
50
$13.6K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
49+ 4.81% |
$10.1K - $11.6K
|
1.07K
$291K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
45+ 81.82% |
$9.27K - $10.7K
|
100
$27.3K
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
43+ 1.45% |
$8.86K - $10.2K
|
3K
$818K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 180.0% |
$7.42K - $8.53K
|
56
$15.3K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
34+ 3.29% |
$7K - $8.06K
|
1.07K
$292K
|