Dean Investment Associates’s Essex Property Trust ESS Stock Holding History

Dean Investment Associates’s Portfolio ESS Stock Details ESS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.76M	Sell	19,661 -1,045	-5%	-$264K	0.67%	57
2025 Q4	$5.42M	Sell	20,706 -942	-4%	-$244K	0.77%	31
2025 Q3	$5.79M	Buy	21,648 +4,710	+28%	+$1.27M	0.81%	23
2025 Q2	$4.8M	Buy	16,938 +573	+4%	+$161K	0.71%	39
2025 Q1	$5.02M	Sell	16,365 -1,698	-9%	-$496K	0.74%	27
2024 Q4	$5.16M	Sell	18,063 -178	-1%	-$52.6K	0.73%	32
2024 Q3	$5.39M	Sell	18,241 -560	-3%	-$162K	0.73%	33
2024 Q2	$5.12M	Sell	18,801 -443	-2%	-$114K	0.73%	36
2024 Q1	$4.71M	Sell	19,244 -1	-0%	-$238	0.65%	54
2023 Q4	$4.77M	Sell	19,245 -532	-3%	-$117K	0.68%	50
2023 Q3	$4.19M	Buy	19,777 +3,344	+20%	+$784K	0.69%	50
2023 Q2	$3.85M	Sell	16,433 -582	-3%	-$127K	0.63%	55
2023 Q1	$3.56M	Sell	17,015 -1,375	-7%	-$303K	0.57%	72
2022 Q4	$3.9M	Buy	18,390 +11,029	+150%	+$2.41M	0.66%	59
2022 Q3	$1.78M	Sell	7,361 -445	-6%	-$120K	0.36%	103
2022 Q2	$2.04M	Sell	7,806 -3,766	-33%	-$1.14M	0.4%	97
2022 Q1	$4M	Sell	11,572 -168	-1%	-$56.1K	0.72%	37
2021 Q4	$4.13M	Sell	11,740 -1,859	-14%	-$633K	0.73%	35
2021 Q3	$4.35M	Sell	13,599 -91	-0.7%	-$29.4K	0.82%	27
2021 Q2	$4.11M	Buy	13,690 +708	+5%	+$209K	0.76%	26
2021 Q1	$3.53M	Buy	12,982 +549	+4%	+$142K	0.67%	39
2020 Q4	$2.95M	Sell	12,433 -260	-2%	-$60K	0.61%	49
2020 Q3	$2.55M	Buy	12,693 +1,096	+9%	+$239K	0.61%	52
2020 Q2	$2.66M	Buy	11,597 +359	+3%	+$86.1K	0.64%	58
2020 Q1	$2.48M	Buy	11,238 +7,032	+167%	+$2.02M	0.53%	81
2019 Q4	$1.26M	Buy	4,206 +8	+0.2%	+$2.53K	0.2%	159
2019 Q3	$1.37M	Buy	4,198 +26	+0.6%	+$8.13K	0.2%	149
2019 Q2	$1.22M	Buy	4,172 +29	+0.7%	+$8.36K	0.17%	147
2019 Q1	$1.2M	Buy	4,143 +166	+4%	+$45.3K	0.17%	147
2018 Q4	$975K	Buy	3,977 +42	+1%	+$10.6K	0.15%	148
2018 Q3	$971K	Buy	3,935 +87	+2%	+$21K	0.14%	157
2018 Q2	$920K	Buy	3,848 +64	+2%	+$15.2K	0.14%	153
2018 Q1	$911K	Buy	+3,784	New	+$872K	0.13%	151