Cerity Partners’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 | $1.04M | Sell |
3,672
-590
| -14% | -$167K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $1.31M | Buy |
4,262
+164
| +4% | +$50.3K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $1.19M | Buy |
4,098
+79
| +2% | +$22.9K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $1.19M | Buy |
4,019
+1,719
| +75% | +$508K | ﹤0.01% | 1320 |
|
|
2024
Q2 | $626K | Sell |
2,300
-577
| -20% | -$157K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $704K | Buy |
2,877
+1,254
| +77% | +$307K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $402K | Buy |
1,623
+358
| +28% | +$88.8K | ﹤0.01% | 1358 |
|
|
2023
Q3 | $268K | Sell |
1,265
-459
| -27% | -$97.4K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $404K | Sell |
1,724
-12
| -0.7% | -$2.81K | ﹤0.01% | 1274 |
|
|
2023
Q1 | $2.06M | Buy |
1,736
+57
| +3% | +$67.5K | ﹤0.01% | 717 |
|
|
2022
Q4 | $356K | Buy |
+1,679
| New | +$356K | ﹤0.01% | 1083 |
|