Greenleaf Trust’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 | $239K | Sell |
844
-157
| -16% | -$44.5K | ﹤0.01% | 712 |
|
|
2025
Q1 | $307K | Buy |
1,001
+53
| +6% | +$16.2K | ﹤0.01% | 636 |
|
|
2024
Q4 | $271K | Buy |
948
+46
| +5% | +$13.1K | ﹤0.01% | 686 |
|
|
2024
Q3 | $266K | Buy |
902
+11
| +1% | +$3.25K | ﹤0.01% | 703 |
|
|
2024
Q2 | $243K | Buy |
891
+50
| +6% | +$13.6K | ﹤0.01% | 690 |
|
|
2024
Q1 | $206K | Buy |
+841
| New | +$206K | ﹤0.01% | 736 |
|
|
2023
Q4 | – | Sell |
-943
| Closed | -$200K | – | 764 |
|
|
2023
Q3 | $200K | Buy |
943
+3
| +0.3% | +$636 | ﹤0.01% | 718 |
|
|
2023
Q2 | $220K | Sell |
940
-154
| -14% | -$36.1K | ﹤0.01% | 697 |
|
|
2023
Q1 | $229K | Buy |
+1,094
| New | +$229K | ﹤0.01% | 687 |
|
|
2022
Q2 | – | Sell |
-714
| Closed | -$247K | – | 741 |
|
|
2022
Q1 | $247K | Buy |
714
+6
| +0.8% | +$2.08K | ﹤0.01% | 660 |
|
|
2021
Q4 | $249K | Buy |
708
+32
| +5% | +$11.3K | ﹤0.01% | 657 |
|
|
2021
Q3 | $216K | Buy |
+676
| New | +$216K | ﹤0.01% | 680 |
|
|
2018
Q1 | – | Sell |
-66
| Closed | -$16K | – | 579 |
|
|
2017
Q4 | $16K | Hold |
66
| – | – | ﹤0.01% | 625 |
|
|
2017
Q3 | $17K | Buy |
+66
| New | +$17K | ﹤0.01% | 605 |
|