OCM
Osterweis Capital Management’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
4,000
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $1.23M | Hold |
4,000
| – | – | 0.06% | 98 |
|
|
2024
Q4 | $1.14M | Hold |
4,000
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $1.18M | Sell |
4,000
-55
| -1% | -$16.2K | 0.06% | 105 |
|
|
2024
Q2 | $1.1M | Hold |
4,055
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $993K | Hold |
4,055
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $1.01M | Hold |
4,055
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $860K | Hold |
4,055
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $950K | Hold |
4,055
| – | – | 0.06% | 103 |
|
|
2023
Q1 | $848K | Hold |
4,055
| – | – | 0.06% | 108 |
|
|
2022
Q4 | $859K | Hold |
4,055
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $982K | Hold |
4,055
| – | – | 0.07% | 105 |
|
|
2022
Q2 | $1.06M | Hold |
4,055
| – | – | 0.08% | 106 |
|
|
2022
Q1 | $1.4M | Hold |
4,055
| – | – | 0.08% | 112 |
|
|
2021
Q4 | $1.43M | Hold |
4,055
| – | – | 0.07% | 110 |
|
|
2021
Q3 | $1.3M | Buy |
4,055
+55
| +1% | +$17.6K | 0.07% | 107 |
|
|
2021
Q2 | $1.2M | Hold |
4,000
| – | – | 0.06% | 114 |
|
|
2021
Q1 | $1.09M | Hold |
4,000
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $950K | Buy |
+4,000
| New | +$950K | 0.06% | 99 |
|