Purchases and Sales Made in Q4 2024 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2New |
N/A
|
2
$546
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2+ 5.13% |
N/A
|
41
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
N/A
|
2
$546
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.28% |
N/A
|
712
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 1.14% |
N/A
|
177
$48.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1+ 0.08% |
N/A
|
1.2K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
N/A
|
1
$273
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
N/A
|
1
$273
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.53% |
N/A
|
191
$52.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 2.78% |
N/A
|
37
$10.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.46% |
N/A
|
217
$59.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 2.22% |
N/A
|
46
$12.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
N/A
|
1
$273
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.17% |
N/A
|
47
$12.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
N/A
|
1
$273
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.7% |
N/A
|
36
$9.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.08% |
N/A
|
1.23K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.02% |
N/A
|
4.07K
$1.11M
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
N/A
|
24.6K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1- 0.11% |
N/A
|
872
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1- 0.11% |
N/A
|
897
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 0.37% |
N/A
|
534
$146K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 0.1% |
N/A
|
3.81K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4- 0.31% |
N/A
|
1.29K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.5% |
N/A
|
794
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 83.33% |
N/A
|
1
$273
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5- 0.61% |
N/A
|
809
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-6- 0.67% |
N/A
|
888
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.77% |
N/A
|
775
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 5.83% |
N/A
|
97
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 0.09% |
N/A
|
10.8K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12- 1.51% |
N/A
|
781
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-12- 0.66% |
N/A
|
1.82K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-13- 1.68% |
N/A
|
762
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.95% |
N/A
|
1.67K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16- 1.71% |
N/A
|
920
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-17- 0.83% |
N/A
|
2.03K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-18- 0.33% |
N/A
|
5.5K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20- 2.1% |
N/A
|
932
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-23- 0.25% |
N/A
|
9.32K
$2.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25- 3.64% |
N/A
|
661
$180K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-28- 22.05% |
N/A
|
99
$27K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-33- 0.26% |
N/A
|
12.6K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-36- 1.87% |
N/A
|
1.89K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-39- 7.24% |
N/A
|
500
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-41- 1.66% |
N/A
|
2.42K
$661K
|