A detailed history of Kingswood Wealth Advisors, LLC transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,469 shares of ESS stock, worth $3.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,469
Previous 12,145 2.67%
Holding current value
$3.4 Million
Previous $3.59 Billion 0.79%
% of portfolio
0.27%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
N/A
324 Added 2.67%
12,469 $3.56 Billion
Q3 2024

Oct 21, 2024

SELL
$272.82 - $272.82 $89,757 - $89,757
-329 Reduced 2.64%
12,145 $3.59 Billion
Q2 2024

Jul 09, 2024

BUY
$232.65 - $284.59 $469,487 - $574,302
2,018 Added 19.3%
12,474 $3.4 Billion
Q1 2024

Apr 15, 2024

SELL
$225.59 - $249.87 $647,668 - $717,376
-2,871 Reduced 21.54%
10,456 $2.56 Billion
Q4 2023

Jan 16, 2024

BUY
$205.66 - $252.75 $2.74 Million - $3.37 Million
13,327 New
13,327 $3.3 Billion

Others Institutions Holding ESS

About ESSEX PROPERTY TRUST, INC.


  • Ticker ESS
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 64,753,800
  • Market Cap $17.7B
  • Description
  • Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 246 apartment communities comprising approximately 60,000 apartment homes with...
More about ESS
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