Global Retirement Partners’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
Q4 | $216K | Buy |
825
+521
| +171% | +$135K | ﹤0.01% | 1428 |
|
|
2025
Q3 | $81.2K | Buy |
304
+8
| +3% | +$2.16K | ﹤0.01% | 1615 |
|
|
2025
Q2 | $83.9K | Buy |
+296
| New | +$83.1K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $55.1K | Buy |
193
+5
| +3% | +$1.48K | ﹤0.01% | 1577 |
|
|
2024
Q3 | $55.5K | Buy |
188
+99
| +111% | +$28.7K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $24.2K | Buy |
89
+34
| +62% | +$8.73K | ﹤0.01% | 1883 |
|
|
2024
Q1 | $13.5K | Buy |
55
+8
| +17% | +$1.9K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $11.7K | Sell |
47
-4
| -8% | -$882 | ﹤0.01% | 2010 |
|
|
2023
Q3 | $10.7K | Sell |
51
-5
| -9% | -$1.17K | ﹤0.01% | 1925 |
|
|
2023
Q2 | $13.1K | Buy |
56
+36
| +180% | +$7.87K | ﹤0.01% | 1865 |
|
|
2023
Q1 | $4.33K | Sell |
20
-24
| -55% | -$5.29K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $9.32K | Buy |
44
+42
| +2,100% | +$9.18K | ﹤0.01% | 1809 |
|
|
2022
Q3 | $0 | Sell |
2
-17
| -89% | -$4.6K | ﹤0.01% | 2769 |
|
|
2022
Q2 | $5K | Buy |
19
+9
| +90% | +$2.72K | ﹤0.01% | 1876 |
|
|
2022
Q1 | $3K | Buy |
+10
| New | +$3.34K | ﹤0.01% | 2050 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$1K | – | 678 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$971 | ﹤0.01% | 1885 |
|
|
2019
Q1 | – | Sell |
-29
| Closed | -$7K | – | 1527 |
|
|
2018
Q4 | $7K | Hold |
29
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q3 | $7K | Hold |
29
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q2 | $7K | Hold |
29
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q1 | $7K | Hold |
29
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q4 | $7K | Buy |
+29
| New | +$7.32K | ﹤0.01% | 1012 |
|
Other funds holding ESS
