MAI Capital 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 | $625K | Buy |
2,206
+67
| +3% | +$19K | ﹤0.01% | 757 |
|
|
2025
Q1 | $656K | Buy |
2,139
+13
| +0.6% | +$3.99K | ﹤0.01% | 713 |
|
|
2024
Q4 | $607K | Buy |
+2,126
| New | +$607K | ﹤0.01% | 756 |
|
|
2024
Q3 | – | Sell |
-843
| Closed | -$230K | – | 1112 |
|
|
2024
Q2 | $230K | Buy |
843
+2
| +0.2% | +$545 | ﹤0.01% | 1061 |
|
|
2024
Q1 | $206K | Buy |
+841
| New | +$206K | ﹤0.01% | 1076 |
|