Coppell Advisory Solutions’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-125
Closed -$35.4K 796
2024
Q4
$35.4K Hold
125
﹤0.01% 693
2024
Q3
$36.8K Hold
125
0.01% 652
2024
Q2
$34K Buy
+125
New +$32.1K 0.01% 596
2023
Q4
$205K Buy
+825
New +$182K 0.04% 262
2023
Q3
Sell
-50
Closed -$11.7K 1296
2023
Q2
$11.7K Buy
+50
New +$10.9K ﹤0.01% 658

Other funds holding ESS

Coppell Advisory Solutions's ESS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Essex Property Trust (ESS) in Q1 2025, closing a stake of 125 shares — an estimated $35.4K sold.

Coppell Advisory Solutions first reported a position in ESS in Q2 2023 and held it in 5 quarters. The position peaked at $205K in Q4 2023. 625 funds tracked by Wall St. Rank hold ESS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Essex Property Trust position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 125 Essex Property Trust shares in Q1 2025, an estimated $35.4K.
  • Coppell Advisory Solutions first reported a position in Essex Property Trust in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Essex Property Trust position peaked at $205K in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.