EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $509K | Buy |
2,101
+808
| +62% | +$204K | ﹤0.01% | 888 |
|
|
2025
Q4 | $338K | Buy |
+1,293
| New | +$335K | ﹤0.01% | 1068 |
|
|
2025
Q2 | $325K | Sell |
1,147
-157
| -12% | -$44.1K | ﹤0.01% | 971 |
|
|
2025
Q1 | $400K | Buy |
1,304
+76
| +6% | +$22.2K | ﹤0.01% | 788 |
|
|
2024
Q4 | $351K | Sell |
1,228
-1
| -0.1% | -$295 | ﹤0.01% | 811 |
|
|
2024
Q3 | $363K | Buy |
1,229
+1
| +0.1% | +$290 | ﹤0.01% | 792 |
|
|
2024
Q2 | $334K | Hold |
1,228
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $301K | Buy |
1,228
+44
| +4% | +$10.5K | ﹤0.01% | 626 |
|
|
2023
Q4 | $294K | Sell |
1,184
-2
| -0.2% | -$441 | ﹤0.01% | 622 |
|
|
2023
Q3 | $252K | Sell |
1,186
-6,209
| -84% | -$1.46M | ﹤0.01% | 599 |
|
|
2023
Q2 | $306K | Sell |
7,395
-133,444
| -95% | -$29.2M | ﹤0.01% | 561 |
|
|
2023
Q1 | $4.79M | Buy |
140,839
+139,393
| +9,640% | +$30.7M | 0.08% | 140 |
|
|
2022
Q4 | $306K | Buy |
+1,446
| New | +$316K | 0.01% | 466 |
|
|
2022
Q3 | – | Sell |
-1,407
| Closed | -$368K | – | 425 |
|
|
2022
Q2 | $368K | Buy |
+1,407
| New | +$426K | 0.01% | 440 |
|
|
2020
Q3 | – | Hold |
0
| – | -$472K | – | 359 |
|
|
2020
Q2 | – | Sell |
-2,058
| Closed | -$493K | – | 245 |
|
|
2020
Q1 | $453K | Sell |
2,058
-62
| -3% | -$17.8K | 0.02% | 263 |
|
|
2019
Q4 | $638K | Hold |
2,120
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $692K | Hold |
2,120
| – | – | 0.03% | 199 |
|
|
2019
Q2 | $619K | Buy |
2,120
+108
| +5% | +$31.1K | 0.04% | 180 |
|
|
2019
Q1 | $582K | Sell |
2,012
-117
| -5% | -$31.9K | 0.06% | 156 |
|
|
2018
Q4 | $522K | Buy |
+2,129
| New | +$537K | 0.04% | 173 |
|
Other funds holding ESS
VPM
VCM
