Purchases and Sales Made in Q3 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
211+ 2.0% |
$44.5K - $51.8K
|
10.8K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
208New |
$43.8K - $51.1K
|
208
$56.7K
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 3.55% |
$42.1K - $49.1K
|
5.84K
$1.59M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 6.45% |
$42.1K - $49.1K
|
3.3K
$900K
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 1.08% |
$42.1K - $49.1K
|
18.7K
$5.1M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
198+ 5.33% |
$41.7K - $48.6K
|
3.91K
$1.07M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
192+ 6.75% |
$40.5K - $47.1K
|
3.04K
$828K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
190+ 1.5% |
$40K - $46.7K
|
12.9K
$3.51M
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
189+ 30.19% |
$39.8K - $46.4K
|
815
$222K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
176+ 4.48% |
$37.1K - $43.2K
|
4.11K
$1.12M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
175+ 10.67% |
$36.9K - $43K
|
1.82K
$495K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
169+ 4.12% |
$35.6K - $41.5K
|
4.27K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
162+ 0.48% |
$34.1K - $39.8K
|
34.2K
$9.32M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
152+ 12.82% |
$32K - $37.3K
|
1.34K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
150+ 3.19% |
$31.6K - $36.8K
|
4.85K
$1.32M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
130+ 5.64% |
$27.4K - $31.9K
|
2.43K
$664K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123+ 3.21% |
$25.9K - $30.2K
|
3.96K
$1.08M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
117+ 5.73% |
$24.7K - $28.7K
|
2.16K
$589K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
117+ 5.73% |
$24.7K - $28.7K
|
2.16K
$589K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
111+ 0.72% |
$23.4K - $27.3K
|
15.5K
$4.22M
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
110+ 3.61% |
$23.2K - $27K
|
3.16K
$862K
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 3.98% |
$21.1K - $24.6K
|
2.62K
$713K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100New |
$21.1K - $24.6K
|
100
$27.3K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
94+ 2.09% |
$19.8K - $23.1K
|
4.59K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 30.0% |
$19.6K - $22.8K
|
403
$110K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
92+ 1.38% |
$19.4K - $22.6K
|
6.77K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
87+ 3.71% |
$18.3K - $21.4K
|
2.43K
$664K
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
86+ 15.66% |
$18.1K - $21.1K
|
635
$173K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
85New |
$17.9K - $20.9K
|
85
$23.2K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
82+ 2.94% |
$17.3K - $20.1K
|
2.87K
$784K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
80+ 6.5% |
$16.9K - $19.6K
|
1.31K
$357K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
77+ 8.76% |
$16.2K - $18.9K
|
956
$261K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
75+ 0.59% |
$15.8K - $18.4K
|
12.8K
$3.48M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 5.24% |
$13.3K - $15.5K
|
1.27K
$345K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
62+ 6.63% |
$13.1K - $15.2K
|
997
$272K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$10.5K - $12.3K
|
50
$13.6K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48+ 5.18% |
$10.1K - $11.8K
|
975
$266K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
48New |
$10.1K - $11.8K
|
48
$13.1K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
45+ 2.68% |
$9.48K - $11K
|
1.73K
$471K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 57.97% |
$8.43K - $9.82K
|
109
$29.7K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33+ 1.32% |
$6.95K - $8.1K
|
2.54K
$693K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
28+ 1.37% |
$5.9K - $6.87K
|
2.08K
$567K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25+ 0.77% |
$5.27K - $6.14K
|
3.29K
$897K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24+ 0.91% |
$5.06K - $5.89K
|
2.65K
$724K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
24New |
$5.06K - $5.89K
|
24
$6.55K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$4.85K - $5.65K
|
23
$6.27K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22+ 0.98% |
$4.64K - $5.4K
|
2.27K
$618K
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21+ 0.62% |
$4.43K - $5.16K
|
3.42K
$934K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 5.03% |
$3.58K - $4.17K
|
355
$96.9K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 0.58% |
$3.58K - $4.17K
|
2.96K
$809K
|