Purchases and Sales Made in Q4 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
90+ 2.61% |
$18.5K - $22.7K
|
3.54K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88+ 0.32% |
$18.1K - $22.2K
|
27.3K
$7.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
83+ 1.16% |
$17.1K - $21K
|
7.25K
$1.98M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
83+ 9.92% |
$17.1K - $21K
|
920
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81New |
$16.7K - $20.5K
|
81
$22.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
74New |
$15.2K - $18.7K
|
74
$20.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
74New |
$15.2K - $18.7K
|
74
$20.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
61+ 2.93% |
$12.5K - $15.4K
|
2.14K
$584K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 111.54% |
$11.9K - $14.7K
|
110
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
57+ 3.3% |
$11.7K - $14.4K
|
1.78K
$486K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55New |
$11.3K - $13.9K
|
55
$15K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 364.29% |
$10.5K - $12.9K
|
65
$17.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
51+ 2.81% |
$10.5K - $12.9K
|
1.87K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48+ 120.0% |
$9.87K - $12.1K
|
88
$24K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
45+ 1.79% |
$9.25K - $11.4K
|
2.55K
$696K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
45+ 2.41% |
$9.25K - $11.4K
|
1.91K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Paralel Advisors LLC
|
BUY
|
- |
44New |
$9.05K - $11.1K
|
44
$12K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
44+ 4.98% |
$9.05K - $11.1K
|
927
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33+ 3.21% |
$6.79K - $8.34K
|
1.06K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
29+ 1.18% |
$5.96K - $7.33K
|
2.49K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25New |
$5.14K - $6.32K
|
25
$6.82K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
24+ 0.21% |
$4.94K - $6.07K
|
11.2K
$3.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
19+ 2.62% |
$3.91K - $4.8K
|
744
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
19+ 1.99% |
$3.91K - $4.8K
|
975
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.91K - $4.8K
|
19
$5.18K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
18+ 1.07% |
$3.7K - $4.55K
|
1.71K
$465K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$3.5K - $4.3K
|
17
$4.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17+ 1.99% |
$3.5K - $4.3K
|
873
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 0.81% |
$3.5K - $4.3K
|
2.12K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
17+ 0.96% |
$3.5K - $4.3K
|
1.8K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 2.85% |
$3.29K - $4.04K
|
577
$157K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
14New |
$2.88K - $3.54K
|
14
$3.82K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13New |
$2.67K - $3.29K
|
13
$3.55K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12New |
$2.47K - $3.03K
|
12
$3.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10New |
$2.06K - $2.53K
|
10
$2.73K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
10New |
$2.06K - $2.53K
|
10
$2.73K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7+ 0.68% |
$1.44K - $1.77K
|
1.03K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$1.23K - $1.52K
|
6
$1.64K
|
|
|
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
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$1.03K - $1.26K
|
5
$1.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$1.03K - $1.26K
|
5
$1.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4New |
$823 - $1.01K
|
4
$1.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.2% |
$823 - $1.01K
|
2.03K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$823 - $1.01K
|
4
$1.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$823 - $1.01K
|
4
$1.09K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 1.97% |
$617 - $758
|
155
$42.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$617 - $758
|
3
$818
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 22.22% |
$411 - $506
|
11
$3K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.18% |
$411 - $506
|
1.14K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 4.08% |
$411 - $506
|
51
$13.9K
|