Purchases and Sales Made in Q1 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 3.42% |
$1.96K - $2.39K
|
282
$76.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 15.94% |
$2.16K - $2.63K
|
58
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11- 0.71% |
$2.16K - $2.63K
|
1.53K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-12- 0.23% |
$2.35K - $2.87K
|
5.11K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16- 11.68% |
$3.14K - $3.83K
|
121
$33K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-21- 2.1% |
$4.12K - $5.02K
|
979
$267K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-23- 2.31% |
$4.51K - $5.5K
|
972
$265K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 54.55% |
$4.71K - $5.74K
|
20
$5.46K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 12.2% |
$4.9K - $5.98K
|
180
$49.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-27- 5.99% |
$5.3K - $6.46K
|
424
$116K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-28- 2.69% |
$5.49K - $6.7K
|
1.01K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-32- 0.29% |
$6.28K - $7.66K
|
11K
$3M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-35- 1.5% |
$6.87K - $8.37K
|
2.3K
$627K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-35- 4.84% |
$6.87K - $8.37K
|
688
$188K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 53.52% |
$7.45K - $9.09K
|
33
$9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-43- 56.58% |
$8.44K - $10.3K
|
33
$9K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-48- 69.57% |
$9.42K - $11.5K
|
21
$5.73K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-50- 33.56% |
$9.81K - $12K
|
99
$27K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59- 1.16% |
$11.6K - $14.1K
|
5.04K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-63- 3.71% |
$12.4K - $15.1K
|
1.64K
$446K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-76- 81.72% |
$14.9K - $18.2K
|
17
$4.64K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-80- 6.55% |
$15.7K - $19.1K
|
1.14K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 97.75% |
$17.1K - $20.8K
|
2
$546
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-91- 7.75% |
$17.9K - $21.8K
|
1.08K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-97- 0.42% |
$19K - $23.2K
|
22.9K
$6.24M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 3.23% |
$19.6K - $23.9K
|
3K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-104- 6.84% |
$20.4K - $24.9K
|
1.42K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-105- 0.4% |
$20.6K - $25.1K
|
26K
$7.09M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-125- 4.68% |
$24.5K - $29.9K
|
2.54K
$694K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-128- 1.69% |
$25.1K - $30.6K
|
7.43K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-129- 0.12% |
$25.3K - $30.9K
|
108K
$29.4M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-137- 31.86% |
$26.9K - $32.8K
|
293
$79.9K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-140- 0.48% |
$27.5K - $33.5K
|
29K
$7.91M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-150- 1.58% |
$29.4K - $35.9K
|
9.34K
$2.55M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-157- 29.35% |
$30.8K - $37.6K
|
378
$103K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-157- 11.96% |
$30.8K - $37.6K
|
1.16K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-176- 10.4% |
$34.5K - $42.1K
|
1.52K
$414K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-184- 1.1% |
$36.1K - $44K
|
16.6K
$4.52M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-187- 15.02% |
$36.7K - $44.7K
|
1.06K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-187- 1.98% |
$36.7K - $44.7K
|
9.24K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-188- 5.29% |
$36.9K - $45K
|
3.37K
$919K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-196- 95.61% |
$38.4K - $46.9K
|
9
$2.46K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-197- 14.49% |
$38.6K - $47.1K
|
1.16K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-199- 1.41% |
$39K - $47.6K
|
13.9K
$3.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-227- 7.84% |
$44.5K - $54.3K
|
2.67K
$728K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-249- 84.98% |
$48.8K - $59.6K
|
44
$12K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-250- 1.48% |
$49K - $59.8K
|
16.7K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-251- 3.85% |
$49.2K - $60K
|
6.28K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-251- 7.56% |
$49.2K - $60K
|
3.07K
$838K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-260- 16.52% |
$51K - $62.2K
|
1.31K
$358K
|