Purchases and Sales Made in Q3 2024 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
175+ 2.21% |
$47.7K - $47.7K
|
8.09K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
169+ 352.08% |
$46.1K - $46.1K
|
217
$59.2K
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
155+ 2.98% |
$42.3K - $42.3K
|
5.36K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
153+ 3.03% |
$41.7K - $41.7K
|
5.21K
$1.42M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
150New |
$40.9K - $40.9K
|
150
$40.9K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
145+ 15.61% |
$39.6K - $39.6K
|
1.07K
$293K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
144+ 10.61% |
$39.3K - $39.3K
|
1.5K
$410K
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
140+ 1.81% |
$38.2K - $38.2K
|
7.89K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
135+ 0.29% |
$36.8K - $36.8K
|
45.9K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132New |
$36K - $36K
|
132
$36K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
127+ 2.23% |
$34.6K - $34.6K
|
5.82K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
120+ 1.98% |
$32.7K - $32.7K
|
6.17K
$1.68M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117+ 2.72% |
$31.9K - $31.9K
|
4.42K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117+ 14.98% |
$31.9K - $31.9K
|
898
$245K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 104.55% |
$31.4K - $31.4K
|
225
$61.4K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 14.69% |
$30.8K - $30.8K
|
882
$241K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
111+ 6.85% |
$30.3K - $30.3K
|
1.73K
$472K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.18% |
$27.3K - $27.3K
|
56K
$15.3M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
99+ 111.24% |
$27K - $27K
|
188
$51.3K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
98+ 7.19% |
$26.7K - $26.7K
|
1.46K
$399K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
96+ 2400.0% |
$26.2K - $26.2K
|
100
$27.3K
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
82+ 4.18% |
$22.4K - $22.4K
|
2.05K
$558K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
76+ 11.05% |
$20.7K - $20.7K
|
764
$208K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
76+ 361.9% |
$20.7K - $20.7K
|
97
$26.5K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 3.7% |
$20.7K - $20.7K
|
2.13K
$582K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 0.75% |
$18K - $18K
|
8.88K
$2.42M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 20.46% |
$16.9K - $16.9K
|
365
$99.6K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 6100.0% |
$16.6K - $16.6K
|
62
$16.9K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 4.96% |
$16.6K - $16.6K
|
1.29K
$352K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
60New |
$16.4K - $16.4K
|
60
$16.4K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
58+ 12.06% |
$15.8K - $15.8K
|
539
$147K
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
58+ 103.57% |
$15.8K - $15.8K
|
114
$31.1K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
57New |
$15.6K - $15.6K
|
57
$15.6K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57+ 1.92% |
$15.6K - $15.6K
|
3.02K
$825K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
57+ 6.48% |
$15.6K - $15.6K
|
936
$255K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
54+ 4.72% |
$14.7K - $14.7K
|
1.2K
$327K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54+ 7.43% |
$14.7K - $14.7K
|
781
$213K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51+ 3.62% |
$13.9K - $13.9K
|
1.46K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
50+ 1.25% |
$13.6K - $13.6K
|
4.06K
$1.11M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
45+ 10.44% |
$12.3K - $12.3K
|
476
$130K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 151.85% |
$11.2K - $11.2K
|
68
$18.6K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41+ 0.05% |
$11.2K - $11.2K
|
77.8K
$21.2M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40+ 1.4% |
$10.9K - $10.9K
|
2.9K
$791K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$10.4K - $10.4K
|
38
$10.4K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
37+ 3.79% |
$10.1K - $10.1K
|
1.01K
$277K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36New |
$9.82K - $9.82K
|
36
$9.82K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
35+ 4.73% |
$9.55K - $9.55K
|
775
$211K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
32+ 11.35% |
$8.73K - $8.73K
|
314
$85.7K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
31+ 32.29% |
$8.46K - $8.46K
|
127
$34.6K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 6.49% |
$6.82K - $6.82K
|
410
$112K
|