IIM
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Intact Investment Management’s Essex Property Trust ESS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,300
Closed -$705K 343
2025
Q1
$705K Buy
+2,300
New +$705K 0.02% 238
2024
Q1
Sell
-8,100
Closed -$2.01M 265
2023
Q4
$2.01M Sell
8,100
-9,800
-55% -$2.43M 0.08% 173
2023
Q3
$3.8M Hold
17,900
0.16% 121
2023
Q2
$4.19M Buy
+17,900
New +$4.19M 0.17% 123
2020
Q4
Sell
-15,400
Closed -$3.09M 251
2020
Q3
$3.09M Buy
15,400
+8,600
+126% +$1.73M 0.11% 140
2020
Q2
$1.56M Buy
+6,800
New +$1.56M 0.06% 167