Sentry Investment Management’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
Q2 | $57K | Hold |
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|
2025
Q1 | $52K | Sell |
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|
2024
Q4 | $74K | Sell |
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|
2024
Q3 | $89K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $84K | Sell |
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|
2023
Q3 | $79K | Sell |
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|
2023
Q2 | $99K | Hold |
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|
2023
Q1 | $89K | Sell |
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|
2022
Q4 | $96K | Buy |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $115K | Sell |
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|
2022
Q1 | $181K | Sell |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $178K | Sell |
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|
2021
Q2 | $191K | Sell |
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|
2021
Q1 | $175K | Sell |
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|
2020
Q4 | $892K | Sell |
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|
2020
Q3 | $759K | Hold |
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|
2020
Q2 | $866K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $636K | Buy |
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|
2017
Q3 | $479K | Sell |
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|
2017
Q2 | $1.29M | Hold |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $1.13M | Hold |
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|
2016
Q3 | $1.08M | Hold |
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|
2016
Q2 | $1.11M | Hold |
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|
2016
Q1 | $1.14M | Hold |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $612K | Hold |
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|
2015
Q2 | $582K | Hold |
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|
2015
Q1 | $629K | Sell |
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|
2014
Q4 | $772K | Buy |
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|
2014
Q3 | $579K | Sell |
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|
2014
Q2 | $661K | Buy |
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|
2014
Q1 | $272K | Buy |
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