Latest Institutional Transactions on Essex Property Trust, Inc. (ESS)
This table provides information on the latest institutional transactions involving Essex Property Trust, Inc. (ESS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$1.23K - $1.52K
|
6
$1.64K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
14New |
$2.88K - $3.54K
|
14
$3.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
6.9KNew |
$1.42M - $1.74M
|
6.9K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25New |
$5.14K - $6.32K
|
25
$6.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10New |
$2.06K - $2.53K
|
10
$2.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5New |
$1.03K - $1.26K
|
5
$1.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 12.0% |
$1.85K - $2.27K
|
66
$18K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-122- 2.26% |
$25.1K - $30.8K
|
5.27K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-9.8K- 54.75% |
$2.02M - $2.48M
|
8.1K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12New |
$2.47K - $3.03K
|
12
$3.27K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
18+ 1.07% |
$3.7K - $4.55K
|
1.71K
$465K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
45+ 2.41% |
$9.25K - $11.4K
|
1.91K
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
221New |
$45.5K - $55.9K
|
221
$60.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
108+ 23.28% |
$22.2K - $27.3K
|
572
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 37.5% |
$617 - $758
|
5
$1.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84- 8.44% |
$17.3K - $21.2K
|
911
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81New |
$16.7K - $20.5K
|
81
$22.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-95- 6.57% |
$19.5K - $24K
|
1.35K
$368K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$2.32M - $2.86M
|
11.3K
$3.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$823 - $1.01K
|
4
$1.09K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
10.1KNew |
$2.08M - $2.55M
|
10.1K
$2.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.91K - $4.8K
|
19
$5.18K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-610- 36.33% |
$125K - $154K
|
1.07K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2- 0.4% |
$411 - $506
|
500
$136K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1- 0.04% |
$206 - $253
|
2.63K
$717K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
854+ 6.61% |
$176K - $216K
|
13.8K
$3.76M
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8.8K+ 142.63% |
$1.85M - $2.16M
|
15K
$4.08M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 50.0% |
$421 - $491
|
2
$546
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-8- 0.84% |
$1.69K - $1.96K
|
950
$259K
|
|
|
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 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100New |
$21.1K - $24.6K
|
100
$27.3K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
24New |
$5.06K - $5.89K
|
24
$6.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.93KNew |
$1.25M - $1.46M
|
5.93K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-1.16K- 50.0% |
$244K - $284K
|
1.16K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
36.3KNew |
$7.64M - $8.91M
|
36.3K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
2KNew |
$421K - $491K
|
2K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-46- 3.9% |
$9.69K - $11.3K
|
1.14K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 128.57% |
$1.9K - $2.21K
|
16
$4.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
463+ 1.39% |
$97.6K - $114K
|
33.7K
$9.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$421 - $491
|
2
$546
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.17KNew |
$247K - $288K
|
1.17K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86KNew |
$391K - $456K
|
1.86K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.57KNew |
$753K - $877K
|
3.57K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-337- 3.69% |
$71K - $82.7K
|
8.81K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
17.1KNew |
$3.6M - $4.19M
|
17.1K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-6.28K- 4.02% |
$1.32M - $1.54M
|
150K
$40.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 266.67% |
$1.69K - $1.96K
|
11
$3K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-535- 38.46% |
$113K - $131K
|
856
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$10.5K - $12.3K
|
50
$13.6K
|
|