Beacon Pointe Advisors’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
5,351
-72
-1% -$20.4K 0.02% 544
2025
Q1
$1.66M Sell
5,423
-26
-0.5% -$7.97K 0.02% 505
2024
Q4
$1.56M Sell
5,449
-254
-4% -$72.5K 0.02% 522
2024
Q3
$1.68M Sell
5,703
-171
-3% -$50.5K 0.02% 504
2024
Q2
$1.6M Sell
5,874
-180
-3% -$49K 0.02% 525
2024
Q1
$1.48M Sell
6,054
-58
-0.9% -$14.2K 0.02% 568
2023
Q4
$1.52M Sell
6,112
-150
-2% -$37.2K 0.02% 545
2023
Q3
$1.33M Buy
+6,262
New +$1.33M 0.02% 547