CIA
Concurrent Investment Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
1,967
+56
| +3% | +$15.9K | 0.01% | 808 |
|
|
2025
Q1 | $586K | Buy |
1,911
+1,130
| +145% | +$346K | 0.01% | 696 |
|
|
2024
Q4 | $223K | Sell |
781
-12
| -2% | -$3.43K | 0.01% | 936 |
|
|
2024
Q3 | $234K | Buy |
793
+3
| +0.4% | +$886 | 0.01% | 869 |
|
|
2024
Q2 | $215K | Buy |
+790
| New | +$215K | 0.01% | 842 |
|