Loudon Investment Management’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 | $3.61M | Sell |
12,739
-1,165
| -8% | -$330K | 2% | 14 |
|
|
2025
Q1 | $4.26M | Sell |
13,904
-48
| -0.3% | -$14.7K | 2.43% | 15 |
|
|
2024
Q4 | $3.98M | Sell |
13,952
-1,550
| -10% | -$442K | 2.26% | 15 |
|
|
2024
Q3 | $4.58M | Hold |
15,502
| – | – | 2.51% | 13 |
|
|
2024
Q2 | $4.22M | Sell |
15,502
-315
| -2% | -$85.7K | 2.48% | 10 |
|
|
2024
Q1 | $3.87M | Hold |
15,817
| – | – | 2.22% | 16 |
|
|
2023
Q4 | $3.92M | Buy |
15,817
+61
| +0.4% | +$15.1K | 2.43% | 14 |
|
|
2023
Q3 | $3.34M | Buy |
15,756
+1,137
| +8% | +$241K | 2.3% | 15 |
|
|
2023
Q2 | $3.43M | Buy |
14,619
+625
| +4% | +$146K | 2.26% | 14 |
|
|
2023
Q1 | $2.93M | Buy |
13,994
+10,313
| +280% | +$2.16M | 2.03% | 17 |
|
|
2022
Q4 | $780K | Buy |
+3,681
| New | +$780K | 0.56% | 49 |
|