KCM Investment Advisors’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 | $353K | Hold |
1,245
| – | – | 0.01% | 297 |
|
|
2025
Q1 | $382K | Sell |
1,245
-35
| -3% | -$10.7K | 0.01% | 279 |
|
|
2024
Q4 | $365K | Hold |
1,280
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $378K | Sell |
1,280
-50
| -4% | -$14.8K | 0.01% | 296 |
|
|
2024
Q2 | $362K | Sell |
1,330
-250
| -16% | -$68.1K | 0.01% | 294 |
|
|
2024
Q1 | $387K | Sell |
1,580
-915
| -37% | -$224K | 0.01% | 288 |
|
|
2023
Q4 | $619K | Sell |
2,495
-150
| -6% | -$37.2K | 0.02% | 236 |
|
|
2023
Q3 | $561K | Sell |
2,645
-325
| -11% | -$68.9K | 0.02% | 237 |
|
|
2023
Q2 | $696K | Sell |
2,970
-100
| -3% | -$23.4K | 0.03% | 231 |
|
|
2023
Q1 | $642K | Sell |
3,070
-251
| -8% | -$52.5K | 0.03% | 244 |
|
|
2022
Q4 | $704K | Sell |
3,321
-141
| -4% | -$29.9K | 0.03% | 233 |
|
|
2022
Q3 | $839K | Sell |
3,462
-483
| -12% | -$117K | 0.04% | 212 |
|
|
2022
Q2 | $1.03M | Sell |
3,945
-21
| -0.5% | -$5.49K | 0.05% | 204 |
|
|
2022
Q1 | $1.37M | Buy |
3,966
+15
| +0.4% | +$5.18K | 0.05% | 193 |
|
|
2021
Q4 | $1.39M | Buy |
3,951
+92
| +2% | +$32.4K | 0.05% | 195 |
|
|
2021
Q3 | $1.23M | Sell |
3,859
-60
| -2% | -$19.2K | 0.05% | 193 |
|
|
2021
Q2 | $1.18M | Sell |
3,919
-386
| -9% | -$116K | 0.05% | 191 |
|
|
2021
Q1 | $1.17M | Sell |
4,305
-485
| -10% | -$132K | 0.05% | 185 |
|
|
2020
Q4 | $1.14M | Sell |
4,790
-938
| -16% | -$223K | 0.05% | 175 |
|
|
2020
Q3 | $1.15M | Sell |
5,728
-1,159
| -17% | -$233K | 0.06% | 163 |
|
|
2020
Q2 | $1.58M | Buy |
6,887
+113
| +2% | +$25.9K | 0.09% | 144 |
|
|
2020
Q1 | $1.49M | Buy |
6,774
+165
| +2% | +$36.3K | 0.1% | 126 |
|
|
2019
Q4 | $1.99M | Sell |
6,609
-8
| -0.1% | -$2.41K | 0.11% | 130 |
|
|
2019
Q3 | $2.16M | Buy |
6,617
+428
| +7% | +$140K | 0.13% | 126 |
|
|
2019
Q2 | $1.81M | Buy |
6,189
+1,025
| +20% | +$299K | 0.11% | 135 |
|
|
2019
Q1 | $1.49M | Sell |
5,164
-125
| -2% | -$36.2K | 0.1% | 147 |
|
|
2018
Q4 | $1.3M | Buy |
5,289
+744
| +16% | +$182K | 0.09% | 196 |
|
|
2018
Q3 | $1.12M | Sell |
4,545
-300
| -6% | -$74K | 0.06% | 230 |
|
|
2018
Q2 | $1.16M | Buy |
4,845
+150
| +3% | +$35.9K | 0.07% | 217 |
|
|
2018
Q1 | $1.13M | Sell |
4,695
-135
| -3% | -$32.5K | 0.07% | 236 |
|
|
2017
Q4 | $1.17M | Buy |
4,830
+1,435
| +42% | +$346K | 0.07% | 243 |
|
|
2017
Q3 | $862K | Buy |
3,395
+955
| +39% | +$242K | 0.05% | 267 |
|
|
2017
Q2 | $628K | Buy |
2,440
+640
| +36% | +$165K | 0.04% | 324 |
|
|
2017
Q1 | $417K | Sell |
1,800
-50
| -3% | -$11.6K | 0.03% | 386 |
|
|
2016
Q4 | $430K | Sell |
1,850
-40
| -2% | -$9.3K | 0.03% | 379 |
|
|
2016
Q3 | $421K | Hold |
1,890
| – | – | 0.03% | 394 |
|
|
2016
Q2 | $431K | Buy |
1,890
+71
| +4% | +$16.2K | 0.03% | 379 |
|
|
2016
Q1 | $425K | Sell |
1,819
-71
| -4% | -$16.6K | 0.03% | 370 |
|
|
2015
Q4 | $452K | Buy |
1,890
+50
| +3% | +$12K | 0.04% | 355 |
|
|
2015
Q3 | $411K | Sell |
1,840
-180
| -9% | -$40.2K | 0.03% | 368 |
|
|
2015
Q2 | $429K | Buy |
2,020
+10
| +0.5% | +$2.12K | 0.03% | 369 |
|
|
2015
Q1 | $462K | Sell |
2,010
-300
| -13% | -$69K | 0.04% | 357 |
|
|
2014
Q4 | $477K | Hold |
2,310
| – | – | 0.04% | 344 |
|
|
2014
Q3 | $413K | Hold |
2,310
| – | – | 0.04% | 352 |
|
|
2014
Q2 | $427K | Sell |
2,310
-1,565
| -40% | -$289K | 0.04% | 346 |
|
|
2014
Q1 | $659K | Sell |
3,875
-74
| -2% | -$12.6K | 0.07% | 263 |
|
|
2013
Q4 | $567K | Buy |
3,949
+1,999
| +103% | +$287K | 0.06% | 274 |
|
|
2013
Q3 | $288K | Buy |
1,950
+35
| +2% | +$5.17K | 0.03% | 361 |
|
|
2013
Q2 | $304K | Buy |
+1,915
| New | +$304K | 0.04% | 355 |
|