Roman Butler Fullerton & Co’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Hold
2025
Q2
$259K Sell
2025
Q1
$257K Hold
2024
Q4
$266K Sell
2024
Q3
$287K Hold
2024
Q2
$271K Sell
2024
Q1
$293K Hold
2023
Q4
$289K Hold
2023
Q3
$268K Hold
2023
Q2
$297K Buy