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 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 5.77% |
$818 - $818
|
49
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4- 50.0% |
$1.09K - $1.09K
|
4
$1.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.5% |
$1.09K - $1.09K
|
798
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-4- 0.01% |
$1.09K - $1.09K
|
30.1K
$8.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 3.74% |
$1.09K - $1.09K
|
103
$28.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4- 80.0% |
$1.09K - $1.09K
|
1
$273
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4- 0.46% |
$1.09K - $1.09K
|
873
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$1.09K - $1.09K
|
1.95K
$532K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5- 0.02% |
$1.36K - $1.36K
|
29K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-5- 0.24% |
$1.36K - $1.36K
|
2.1K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.79% |
$1.64K - $1.64K
|
758
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.58% |
$1.91K - $1.91K
|
1.19K
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8- 0.85% |
$2.18K - $2.18K
|
938
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9- 1.09% |
$2.46K - $2.46K
|
814
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10- 0.49% |
$2.73K - $2.73K
|
2.03K
$555K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11- 1.13% |
$3K - $3K
|
965
$263K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12- 1.33% |
$3.27K - $3.27K
|
889
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
SELL
|
- |
-12- 0.48% |
$3.27K - $3.27K
|
2.46K
$672K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-13- 23.64% |
$3.55K - $3.55K
|
42
$11.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13- 6.25% |
$3.55K - $3.55K
|
195
$53.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16- 0.96% |
$4.37K - $4.37K
|
1.66K
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 13.6% |
$4.64K - $4.64K
|
108
$29.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 3.46% |
$4.64K - $4.64K
|
474
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-18- 7.69% |
$4.91K - $4.91K
|
216
$58.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-21- 0.82% |
$5.73K - $5.73K
|
2.54K
$694K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-22- 0.13% |
$6K - $6K
|
17.4K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 50.0% |
$6K - $6K
|
22
$6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-27- 1.55% |
$7.37K - $7.37K
|
1.71K
$467K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-28- 11.52% |
$7.64K - $7.64K
|
215
$58.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-28- 1.07% |
$7.64K - $7.64K
|
2.6K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-38- 5.31% |
$10.4K - $10.4K
|
678
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-38- 4.6% |
$10.4K - $10.4K
|
788
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-38- 1.77% |
$10.4K - $10.4K
|
2.11K
$575K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41- 1.42% |
$11.2K - $11.2K
|
2.84K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-41- 1.7% |
$11.2K - $11.2K
|
2.37K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 6.34% |
$12K - $12K
|
650
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-48- 1.17% |
$13.1K - $13.1K
|
4.07K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48- 0.76% |
$13.1K - $13.1K
|
6.3K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 3.76% |
$13.6K - $13.6K
|
1.28K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 4.89% |
$13.6K - $13.6K
|
972
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-50- 0.98% |
$13.6K - $13.6K
|
5.04K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-55- 2.04% |
$15K - $15K
|
2.65K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-55- 1.36% |
$15K - $15K
|
4K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-57- 5.41% |
$15.6K - $15.6K
|
997
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 36.02% |
$15.8K - $15.8K
|
103
$28.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-62- 1.78% |
$16.9K - $16.9K
|
3.42K
$934K
|
|
|
Feb 24, 2025
Q3 2024
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-62- 2.87% |
$16.9K - $16.9K
|
2.1K
$573K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-65- 0.16% |
$17.7K - $17.7K
|
41.3K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-65- 5.58% |
$17.7K - $17.7K
|
1.1K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-68- 3.41% |
$18.6K - $18.6K
|
1.93K
$525K
|