Purchases and Sales Made in Q4 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.18% |
$411 - $506
|
1.14K
$312K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 22.22% |
$411 - $506
|
11
$3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 4.08% |
$411 - $506
|
51
$13.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 3.92% |
$411 - $506
|
53
$14.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$206 - $253
|
1
$273
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$206 - $253
|
1
$273
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$206 - $253
|
1
$273
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 100.0% |
$206 - $253
|
2
$546
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.69% |
$206 - $253
|
146
$39.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 14.29% |
$206 - $253
|
6
$1.64K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.54% |
$206 - $253
|
185
$50.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1- 0.04% |
$206 - $253
|
2.63K
$717K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2- 0.4% |
$411 - $506
|
500
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2- 0.11% |
$411 - $506
|
1.86K
$506K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2- 0.17% |
$411 - $506
|
1.18K
$323K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 37.5% |
$617 - $758
|
5
$1.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4- 0.13% |
$823 - $1.01K
|
3.07K
$837K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4- 1.3% |
$823 - $1.01K
|
303
$82.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 7.84% |
$823 - $1.01K
|
47
$12.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-5- 0.51% |
$1.03K - $1.26K
|
982
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 14.29% |
$1.03K - $1.26K
|
30
$8.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5- 0.48% |
$1.03K - $1.26K
|
1.04K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 17.24% |
$1.03K - $1.26K
|
24
$6.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 60.0% |
$1.23K - $1.52K
|
4
$1.09K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 0.21% |
$1.23K - $1.52K
|
2.84K
$774K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9- 0.88% |
$1.85K - $2.27K
|
1.01K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 12.0% |
$1.85K - $2.27K
|
66
$18K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10- 0.08% |
$2.06K - $2.53K
|
13.2K
$3.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10- 8.33% |
$2.06K - $2.53K
|
110
$30K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 4.69% |
$2.06K - $2.53K
|
203
$55.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 37.5% |
$2.47K - $3.03K
|
20
$5.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 44.83% |
$2.67K - $3.29K
|
16
$4.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 25.76% |
$3.5K - $4.3K
|
49
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 1.8% |
$3.7K - $4.55K
|
983
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19- 2.0% |
$3.91K - $4.8K
|
929
$253K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 17.43% |
$3.91K - $4.8K
|
90
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-21- 0.68% |
$4.32K - $5.31K
|
3.05K
$832K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-24- 0.86% |
$4.94K - $6.07K
|
2.75K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-24- 50.0% |
$4.94K - $6.07K
|
24
$6.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-24- 28.92% |
$4.94K - $6.07K
|
59
$16.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-26- 3.66% |
$5.35K - $6.57K
|
685
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-27- 0.07% |
$5.55K - $6.82K
|
36.7K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-27- 0.54% |
$5.55K - $6.82K
|
4.98K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 2.87% |
$5.76K - $7.08K
|
947
$258K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 40.24% |
$6.79K - $8.34K
|
49
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35- 2.77% |
$7.2K - $8.85K
|
1.23K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-36- 9.65% |
$7.4K - $9.1K
|
337
$91.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-42- 89.36% |
$8.64K - $10.6K
|
5
$1.36K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-42- 89.36% |
$8.64K - $10.6K
|
5
$1.36K
|