Hennion & Walsh Asset Management’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
Q3 | $984K | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $201K | Buy |
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