FORA Capital’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 | $705K | Buy |
+2,488
| New | +$705K | 0.08% | 270 |
|
|
2024
Q2 | – | Sell |
-3,795
| Closed | -$929K | – | 420 |
|
|
2024
Q1 | $929K | Sell |
3,795
-5,736
| -60% | -$1.4M | 0.08% | 242 |
|
|
2023
Q4 | $2.36M | Buy |
9,531
+1,685
| +21% | +$418K | 0.2% | 136 |
|
|
2023
Q3 | $1.66M | Buy |
+7,846
| New | +$1.66M | 0.15% | 174 |
|
|
2023
Q2 | – | Sell |
-4,496
| Closed | -$940K | – | 435 |
|
|
2023
Q1 | $940K | Sell |
4,496
-5,237
| -54% | -$1.1M | 0.09% | 255 |
|
|
2022
Q4 | $2.06M | Buy |
9,733
+3,857
| +66% | +$817K | 0.33% | 83 |
|
|
2022
Q3 | $1.42M | Buy |
5,876
+1,178
| +25% | +$285K | 0.27% | 114 |
|
|
2022
Q2 | $1.23M | Buy |
4,698
+2,517
| +115% | +$658K | 0.24% | 131 |
|
|
2022
Q1 | $761K | Buy |
2,181
+1,433
| +192% | +$500K | 0.14% | 206 |
|
|
2021
Q4 | $263K | Buy |
+748
| New | +$263K | 0.1% | 249 |
|
|
2021
Q3 | – | Sell |
-776
| Closed | -$233K | – | 513 |
|
|
2021
Q2 | $233K | Buy |
+776
| New | +$233K | 0.04% | 403 |
|
|
2020
Q4 | – | Sell |
-313
| Closed | -$63K | – | 978 |
|
|
2020
Q3 | $63K | Sell |
313
-2,423
| -89% | -$488K | 0.04% | 397 |
|
|
2020
Q2 | $627K | Buy |
2,736
+527
| +24% | +$121K | 0.21% | 126 |
|
|
2020
Q1 | $487K | Sell |
2,209
-5,306
| -71% | -$1.17M | 0.11% | 248 |
|
|
2019
Q4 | $2.26M | Buy |
+7,515
| New | +$2.26M | 0.23% | 118 |
|