Cambridge Investment Research 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 | $1.26M | Buy |
4,440
+171
| +4% | +$48.5K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $1.31M | Sell |
4,269
-53
| -1% | -$16.3K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $1.23M | Sell |
4,322
-103
| -2% | -$29.4K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $1.31M | Buy |
4,425
+1,568
| +55% | +$463K | ﹤0.01% | 1656 |
|
|
2024
Q2 | $778K | Sell |
2,857
-9
| -0.3% | -$2.45K | ﹤0.01% | 1950 |
|
|
2024
Q1 | $702K | Buy |
2,866
+750
| +35% | +$184K | ﹤0.01% | 1987 |
|
|
2023
Q4 | $525K | Buy |
2,116
+17
| +0.8% | +$4.22K | ﹤0.01% | 2141 |
|
|
2023
Q3 | $445K | Buy |
2,099
+240
| +13% | +$50.9K | ﹤0.01% | 2180 |
|
|
2023
Q2 | $436K | Sell |
1,859
-98
| -5% | -$23K | ﹤0.01% | 2241 |
|
|
2023
Q1 | $409K | Buy |
1,957
+49
| +3% | +$10.2K | ﹤0.01% | 2235 |
|
|
2022
Q4 | $404K | Buy |
1,908
+229
| +14% | +$48.5K | ﹤0.01% | 2192 |
|
|
2022
Q3 | $407K | Sell |
1,679
-58
| -3% | -$14.1K | ﹤0.01% | 2104 |
|
|
2022
Q2 | $454K | Sell |
1,737
-524
| -23% | -$137K | ﹤0.01% | 2030 |
|
|
2022
Q1 | $781K | Buy |
2,261
+450
| +25% | +$155K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $638K | Buy |
1,811
+8
| +0.4% | +$2.82K | ﹤0.01% | 1918 |
|
|
2021
Q3 | $577K | Sell |
1,803
-36
| -2% | -$11.5K | ﹤0.01% | 1937 |
|
|
2021
Q2 | $552K | Buy |
1,839
+34
| +2% | +$10.2K | ﹤0.01% | 1968 |
|
|
2021
Q1 | $491K | Sell |
1,805
-141
| -7% | -$38.4K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $462K | Sell |
1,946
-43
| -2% | -$10.2K | ﹤0.01% | 1821 |
|
|
2020
Q3 | $399K | Buy |
1,989
+59
| +3% | +$11.8K | ﹤0.01% | 1747 |
|
|
2020
Q2 | $442K | Buy |
1,930
+5
| +0.3% | +$1.15K | ﹤0.01% | 1629 |
|
|
2020
Q1 | $424K | Sell |
1,925
-233
| -11% | -$51.3K | ﹤0.01% | 1463 |
|
|
2019
Q4 | $649K | Buy |
2,158
+57
| +3% | +$17.1K | 0.01% | 1413 |
|
|
2019
Q3 | $686K | Buy |
2,101
+35
| +2% | +$11.4K | 0.01% | 1292 |
|
|
2019
Q2 | $603K | Sell |
2,066
-56
| -3% | -$16.3K | 0.01% | 1312 |
|
|
2019
Q1 | $614K | Sell |
2,122
-27
| -1% | -$7.81K | 0.01% | 1347 |
|
|
2018
Q4 | $527K | Buy |
2,149
+199
| +10% | +$48.8K | 0.01% | 1287 |
|
|
2018
Q3 | $481K | Buy |
1,950
+195
| +11% | +$48.1K | ﹤0.01% | 1467 |
|
|
2018
Q2 | $420K | Sell |
1,755
-55
| -3% | -$13.2K | ﹤0.01% | 1498 |
|
|
2018
Q1 | $436K | Buy |
1,810
+20
| +1% | +$4.82K | ﹤0.01% | 1427 |
|
|
2017
Q4 | $432K | Buy |
1,790
+75
| +4% | +$18.1K | 0.01% | 1411 |
|
|
2017
Q3 | $436K | Sell |
1,715
-128
| -7% | -$32.5K | 0.01% | 1318 |
|
|
2017
Q2 | $474K | Buy |
1,843
+95
| +5% | +$24.4K | 0.01% | 1236 |
|
|
2017
Q1 | $405K | Buy |
+1,748
| New | +$405K | 0.01% | 1181 |
|
|
2016
Q4 | – | Sell |
-8,597
| Closed | -$1.92M | – | 1750 |
|
|
2016
Q3 | $1.92M | Sell |
8,597
-278
| -3% | -$61.9K | 0.04% | 444 |
|
|
2016
Q2 | $2.02M | Sell |
8,875
-9,446
| -52% | -$2.15M | 0.04% | 379 |
|
|
2016
Q1 | $4.29M | Buy |
18,321
+154
| +0.8% | +$36K | 0.1% | 191 |
|
|
2015
Q4 | $4.35M | Sell |
18,167
-28
| -0.2% | -$6.7K | 0.1% | 191 |
|
|
2015
Q3 | $4.07M | Buy |
18,195
+111
| +0.6% | +$24.8K | 0.12% | 174 |
|
|
2015
Q2 | $3.84M | Sell |
18,084
-19
| -0.1% | -$4.04K | 0.11% | 192 |
|
|
2015
Q1 | $4.16M | Buy |
18,103
+29
| +0.2% | +$6.67K | 0.12% | 182 |
|
|
2014
Q4 | $3.73M | Buy |
18,074
+2
| +0% | +$413 | 0.12% | 172 |
|
|
2014
Q3 | $3.23M | Buy |
18,072
+3
| +0% | +$536 | 0.1% | 202 |
|
|
2014
Q2 | $3.34M | Buy |
+18,069
| New | +$3.34M | 0.12% | 168 |
|