Purchases and Sales Made in Q4 2022 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 1.98% |
$10.4K - $12.3K
|
2.58K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 2100.0% |
$8.71K - $10.4K
|
44
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41New |
$8.5K - $10.1K
|
41
$11.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32+ 200.0% |
$6.63K - $7.9K
|
48
$13.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30+ 75.0% |
$6.22K - $7.4K
|
70
$19.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
29+ 2.27% |
$6.01K - $7.16K
|
1.3K
$356K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 87.1% |
$5.6K - $6.66K
|
58
$15.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 13.89% |
$5.18K - $6.17K
|
205
$55.9K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
22New |
$4.56K - $5.43K
|
22
$6K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
22+ 0.43% |
$4.56K - $5.43K
|
5.12K
$1.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
16+ 12.03% |
$3.32K - $3.95K
|
149
$40.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15+ 0.87% |
$3.11K - $3.7K
|
1.73K
$472K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.69K - $3.21K
|
13
$3.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
13+ 2.97% |
$2.69K - $3.21K
|
451
$123K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12+ 0.16% |
$2.49K - $2.96K
|
7.58K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 1.17% |
$2.49K - $2.96K
|
1.04K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11New |
$2.28K - $2.71K
|
11
$3K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 31.25% |
$2.07K - $2.47K
|
42
$11.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.66K - $1.97K
|
8
$2.18K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8New |
$1.66K - $1.97K
|
8
$2.18K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7New |
$1.45K - $1.73K
|
7
$1.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$1.45K - $1.73K
|
7
$1.91K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5New |
$1.04K - $1.23K
|
5
$1.36K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5+ 1.68% |
$1.04K - $1.23K
|
303
$82.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 166.67% |
$1.04K - $1.23K
|
8
$2.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
4New |
$829 - $987
|
4
$1.09K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 1.25% |
$829 - $987
|
325
$88.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4New |
$829 - $987
|
4
$1.09K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.3% |
$622 - $740
|
1K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3New |
$622 - $740
|
3
$818
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.14% |
$415 - $494
|
1.42K
$386K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2New |
$415 - $494
|
2
$546
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.74% |
$207 - $247
|
137
$37.4K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1New |
$207 - $247
|
1
$273
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 1.92% |
$207 - $247
|
51
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.79% |
$207 - $247
|
55
$15K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 25.0% |
$415 - $494
|
6
$1.64K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 4.26% |
$415 - $494
|
45
$12.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6- 0.27% |
$1.24K - $1.48K
|
2.23K
$609K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 1.01% |
$1.24K - $1.48K
|
590
$161K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 63.64% |
$1.45K - $1.73K
|
4
$1.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 16.33% |
$1.66K - $1.97K
|
41
$11.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 37.5% |
$1.87K - $2.22K
|
15
$4.09K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-10- 16.95% |
$2.07K - $2.47K
|
49
$13.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11- 0.93% |
$2.28K - $2.71K
|
1.18K
$321K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-13- 0.45% |
$2.69K - $3.21K
|
2.9K
$790K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-15- 0.16% |
$3.11K - $3.7K
|
9.2K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-16- 0.7% |
$3.32K - $3.95K
|
2.26K
$617K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 5.5% |
$3.52K - $4.2K
|
292
$79.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 25.0% |
$4.15K - $4.94K
|
60
$16.4K
|