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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.57KNew |
$330K - $384K
|
1.57K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.68K- 25.06% |
$565K - $658K
|
8.01K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
SELL
|
- |
-1.3K- 24.71% |
$274K - $319K
|
3.96K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-289- 15.31% |
$60.9K - $71K
|
1.6K
$436K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-208- 1.26% |
$43.8K - $51.1K
|
16.3K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
192+ 6.75% |
$40.5K - $47.1K
|
3.04K
$828K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-9.06K- 41.83% |
$1.91M - $2.22M
|
12.6K
$3.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$4.85K - $5.65K
|
23
$6.27K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.46K+ 108.96% |
$308K - $358K
|
2.8K
$764K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 3.64% |
$1.26K - $1.47K
|
159
$43.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$421 - $491
|
2
$546
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 51.49% |
$257K - $296K
|
1.18K
$321K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
69New |
$14.2K - $16.3K
|
69
$18.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$14.2K - $16.3K
|
69
$18.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 200.0% |
$412 - $474
|
3
$818
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
182KNew |
$37.6M - $43.2M
|
182K
$49.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.03K - $1.18K
|
5
$1.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$21.7M - $24.9M
|
105K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5New |
$1.03K - $1.18K
|
5
$1.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8+ 0.92% |
$1.65K - $1.9K
|
878
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
30.6K+ 5.91% |
$6.31M - $7.26M
|
549K
$150M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-145- 13.19% |
$29.9K - $34.4K
|
954
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-159- 1.13% |
$32.8K - $37.7K
|
13.9K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-320- 2.69% |
$65.9K - $75.8K
|
11.6K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-919- 62.6% |
$189K - $218K
|
549
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.1K- 6.96% |
$639K - $735K
|
41.5K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-149- 12.81% |
$30.7K - $35.3K
|
1.01K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 2.28% |
$5.36K - $6.16K
|
1.17K
$319K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
45+ 81.82% |
$9.27K - $10.7K
|
100
$27.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6- 0.24% |
$1.24K - $1.42K
|
2.54K
$692K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-776- 4.32% |
$160K - $184K
|
17.2K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$2.06K - $2.37K
|
10
$2.73K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 4.23% |
$2.88K - $3.32K
|
317
$86.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
234New |
$48.2K - $55.4K
|
234
$63.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 45.37% |
$10.1K - $11.6K
|
59
$16.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.22K- 57.57% |
$664K - $764K
|
2.38K
$648K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.63KNew |
$336K - $387K
|
1.63K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-107- 2.51% |
$22K - $25.4K
|
4.15K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.63KNew |
$335K - $385K
|
1.63K
$444K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 7.34% |
$1.65K - $1.9K
|
101
$27.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$3.09K - $3.55K
|
15
$4.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.12K- 34.95% |
$231K - $266K
|
2.09K
$570K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-1.85K- 37.15% |
$380K - $437K
|
3.12K
$851K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 20.0% |
$2.06K - $2.37K
|
40
$10.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$2.88K - $3.32K
|
14
$3.82K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-935- 3.3% |
$193K - $222K
|
27.4K
$7.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|