Dean Investment Associates’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 | $4.8M | Buy |
16,938
+573
| +4% | +$162K | 0.71% | 39 |
|
|
2025
Q1 | $5.02M | Sell |
16,365
-1,698
| -9% | -$521K | 0.74% | 27 |
|
|
2024
Q4 | $5.16M | Sell |
18,063
-178
| -1% | -$50.8K | 0.73% | 32 |
|
|
2024
Q3 | $5.39M | Sell |
18,241
-560
| -3% | -$165K | 0.73% | 33 |
|
|
2024
Q2 | $5.12M | Sell |
18,801
-443
| -2% | -$121K | 0.73% | 36 |
|
|
2024
Q1 | $4.71M | Sell |
19,244
-1
| -0% | -$245 | 0.65% | 54 |
|
|
2023
Q4 | $4.77M | Sell |
19,245
-532
| -3% | -$132K | 0.68% | 50 |
|
|
2023
Q3 | $4.19M | Buy |
19,777
+3,344
| +20% | +$709K | 0.69% | 50 |
|
|
2023
Q2 | $3.85M | Sell |
16,433
-582
| -3% | -$136K | 0.63% | 55 |
|
|
2023
Q1 | $3.56M | Sell |
17,015
-1,375
| -7% | -$288K | 0.57% | 72 |
|
|
2022
Q4 | $3.9M | Buy |
18,390
+11,029
| +150% | +$2.34M | 0.66% | 59 |
|
|
2022
Q3 | $1.78M | Sell |
7,361
-445
| -6% | -$108K | 0.36% | 103 |
|
|
2022
Q2 | $2.04M | Sell |
7,806
-3,766
| -33% | -$985K | 0.4% | 97 |
|
|
2022
Q1 | $4M | Sell |
11,572
-168
| -1% | -$58K | 0.72% | 37 |
|
|
2021
Q4 | $4.14M | Sell |
11,740
-1,859
| -14% | -$655K | 0.73% | 35 |
|
|
2021
Q3 | $4.35M | Sell |
13,599
-91
| -0.7% | -$29.1K | 0.82% | 27 |
|
|
2021
Q2 | $4.11M | Buy |
13,690
+708
| +5% | +$212K | 0.76% | 26 |
|
|
2021
Q1 | $3.53M | Buy |
12,982
+549
| +4% | +$149K | 0.67% | 39 |
|
|
2020
Q4 | $2.95M | Sell |
12,433
-260
| -2% | -$61.7K | 0.61% | 49 |
|
|
2020
Q3 | $2.55M | Buy |
12,693
+1,096
| +9% | +$220K | 0.61% | 52 |
|
|
2020
Q2 | $2.66M | Buy |
11,597
+359
| +3% | +$82.3K | 0.64% | 58 |
|
|
2020
Q1 | $2.48M | Buy |
11,238
+7,032
| +167% | +$1.55M | 0.53% | 81 |
|
|
2019
Q4 | $1.27M | Buy |
4,206
+8
| +0.2% | +$2.41K | 0.2% | 159 |
|
|
2019
Q3 | $1.37M | Buy |
4,198
+26
| +0.6% | +$8.49K | 0.2% | 149 |
|
|
2019
Q2 | $1.22M | Buy |
4,172
+29
| +0.7% | +$8.47K | 0.17% | 147 |
|
|
2019
Q1 | $1.2M | Buy |
4,143
+166
| +4% | +$48K | 0.17% | 147 |
|
|
2018
Q4 | $975K | Buy |
3,977
+42
| +1% | +$10.3K | 0.15% | 148 |
|
|
2018
Q3 | $971K | Buy |
3,935
+87
| +2% | +$21.5K | 0.14% | 157 |
|
|
2018
Q2 | $920K | Buy |
3,848
+64
| +2% | +$15.3K | 0.14% | 153 |
|
|
2018
Q1 | $911K | Buy |
+3,784
| New | +$911K | 0.13% | 151 |
|