Purchases and Sales Made in Q2 2024 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
87+ 59.18% |
$20.2K - $24.8K
|
234
$63.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
84+ 3.86% |
$19.5K - $23.9K
|
2.26K
$617K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
79+ 7.04% |
$18.4K - $22.5K
|
1.2K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75+ 214.29% |
$17.4K - $21.3K
|
110
$30K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 69.47% |
$15.4K - $18.8K
|
161
$43.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
65+ 1.04% |
$15.1K - $18.5K
|
6.29K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
61+ 1.44% |
$14.2K - $17.4K
|
4.29K
$1.17M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
55+ 0.27% |
$12.8K - $15.7K
|
20.7K
$5.65M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
52+ 5.41% |
$12.1K - $14.8K
|
1.01K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
BUY
|
- |
52+ 0.6% |
$12.1K - $14.8K
|
8.7K
$2.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 5.95% |
$11.6K - $14.2K
|
891
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 1.24% |
$11.6K - $14.2K
|
4.07K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
47+ 1.14% |
$10.9K - $13.4K
|
4.17K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
46+ 5.21% |
$10.7K - $13.1K
|
929
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
44+ 0.35% |
$10.2K - $12.5K
|
12.7K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
42New |
$9.77K - $12K
|
42
$11.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
41+ 1.68% |
$9.54K - $11.7K
|
2.48K
$675K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
38New |
$8.84K - $10.8K
|
38
$10.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
37New |
$8.61K - $10.5K
|
37
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
36New |
$8.38K - $10.2K
|
36
$9.82K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
35+ 0.64% |
$8.14K - $9.96K
|
5.51K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 61.82% |
$7.91K - $9.68K
|
89
$24.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
33New |
$7.68K - $9.39K
|
33
$9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32New |
$7.44K - $9.11K
|
32
$8.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
31+ 3.34% |
$7.21K - $8.82K
|
958
$261K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 4.3% |
$6.98K - $8.54K
|
727
$198K
|
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
27+ 0.5% |
$6.28K - $7.68K
|
5.42K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
26+ 2.68% |
$6.05K - $7.4K
|
995
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26+ 1.22% |
$6.05K - $7.4K
|
2.16K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
25+ 2.72% |
$5.82K - $7.11K
|
944
$258K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
25+ 0.87% |
$5.82K - $7.11K
|
2.9K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
23+ 2.8% |
$5.35K - $6.55K
|
845
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 1.82% |
$5.12K - $6.26K
|
1.23K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21+ 2.75% |
$4.89K - $5.98K
|
786
$214K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 22.5% |
$4.19K - $5.12K
|
98
$26.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
17+ 0.65% |
$3.96K - $4.84K
|
2.65K
$722K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 425.0% |
$3.96K - $4.84K
|
21
$5.73K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.27% |
$3.72K - $4.55K
|
6.05K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15+ 0.95% |
$3.49K - $4.27K
|
1.6K
$435K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 280.0% |
$3.26K - $3.98K
|
19
$5.18K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13+ 1.39% |
$3.02K - $3.7K
|
946
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 8.89% |
$2.79K - $3.42K
|
147
$40.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 6.96% |
$2.56K - $3.13K
|
169
$46.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10+ 142.86% |
$2.33K - $2.85K
|
17
$4.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9+ 0.47% |
$2.09K - $2.56K
|
1.91K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8New |
$1.86K - $2.28K
|
8
$2.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8+ 0.16% |
$1.86K - $2.28K
|
5.05K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 17.07% |
$1.63K - $1.99K
|
48
$13.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.34% |
$1.63K - $1.99K
|
2.04K
$558K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$1.4K - $1.71K
|
2.06K
$561K
|