Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.89M | Sell |
20,199
-2,916
| -13% | -$736K | ﹤0.01% | 1367 |
|
|
2025
Q4 | $6.05M | Sell |
23,115
-2,252
| -9% | -$583K | 0.01% | 1222 |
|
|
2025
Q3 | $6.79M | Sell |
25,367
-2,794
| -10% | -$755K | 0.01% | 1139 |
|
|
2025
Q2 | $7.98M | Sell |
28,161
-601
| -2% | -$169K | 0.01% | 1000 |
|
|
2025
Q1 | $8.82M | Sell |
28,762
-762
| -3% | -$223K | 0.01% | 889 |
|
|
2024
Q4 | $8.43M | Sell |
29,524
-713
| -2% | -$211K | 0.01% | 935 |
|
|
2024
Q3 | $8.93M | Buy |
30,237
+528
| +2% | +$153K | 0.01% | 886 |
|
|
2024
Q2 | $8.09M | Sell |
29,709
-568
| -2% | -$146K | 0.01% | 897 |
|
|
2024
Q1 | $7.41M | Buy |
30,277
+2,545
| +9% | +$606K | 0.01% | 929 |
|
|
2023
Q4 | $6.88M | Sell |
27,732
-718
| -3% | -$158K | 0.01% | 939 |
|
|
2023
Q3 | $6.03M | Buy |
28,450
+485
| +2% | +$114K | 0.01% | 940 |
|
|
2023
Q2 | $6.55M | Buy |
27,965
+660
| +2% | +$144K | 0.01% | 904 |
|
|
2023
Q1 | $5.71M | Buy |
27,305
+1,646
| +6% | +$363K | 0.01% | 943 |
|
|
2022
Q4 | $5.44M | Buy |
25,659
+5,244
| +26% | +$1.15M | 0.01% | 934 |
|
|
2022
Q3 | $4.95M | Buy |
20,415
+134
| +0.7% | +$36.3K | 0.01% | 956 |
|
|
2022
Q2 | $5.3M | Sell |
20,281
-627
| -3% | -$190K | 0.01% | 949 |
|
|
2022
Q1 | $7.22M | Sell |
20,908
-2,804
| -12% | -$937K | 0.01% | 862 |
|
|
2021
Q4 | $8.35M | Sell |
23,712
-981
| -4% | -$334K | 0.01% | 822 |
|
|
2021
Q3 | $7.89M | Sell |
24,693
-465
| -2% | -$150K | 0.01% | 813 |
|
|
2021
Q2 | $7.55M | Buy |
25,158
+272
| +1% | +$80.2K | 0.01% | 815 |
|
|
2021
Q1 | $6.77M | Buy |
24,886
+2,925
| +13% | +$758K | 0.01% | 818 |
|
|
2020
Q4 | $5.21M | Buy |
21,961
+1,018
| +5% | +$235K | 0.01% | 863 |
|
|
2020
Q3 | $4.21M | Sell |
20,943
-2,081
| -9% | -$453K | 0.01% | 853 |
|
|
2020
Q2 | $5.28M | Sell |
23,024
-230
| -1% | -$55.1K | 0.01% | 706 |
|
|
2020
Q1 | $5.11M | Buy |
23,254
+8,814
| +61% | +$2.53M | 0.01% | 657 |
|
|
2019
Q4 | $4.35M | Buy |
14,440
+1,592
| +12% | +$503K | 0.01% | 945 |
|
|
2019
Q3 | $4.2M | Buy |
12,848
+276
| +2% | +$86.3K | 0.01% | 907 |
|
|
2019
Q2 | $3.68M | Sell |
12,572
-200
| -2% | -$57.6K | 0.01% | 988 |
|
|
2019
Q1 | $3.71M | Sell |
12,772
-84
| -0.7% | -$22.9K | 0.01% | 945 |
|
|
2018
Q4 | $3.12M | Buy |
12,856
+1,444
| +13% | +$364K | 0.01% | 962 |
|
|
2018
Q3 | $2.81M | Sell |
11,412
-241
| -2% | -$58K | 0.01% | 1090 |
|
|
2018
Q2 | $2.79M | Buy |
11,653
+229
| +2% | +$54.6K | 0.01% | 1050 |
|
|
2018
Q1 | $2.75M | Sell |
11,424
-1,565
| -12% | -$361K | 0.01% | 1015 |
|
|
2017
Q4 | $3.13M | Buy |
12,989
+69
| +0.5% | +$17.4K | 0.01% | 959 |
|
|
2017
Q3 | $3.28M | Sell |
12,920
-871
| -6% | -$227K | 0.01% | 909 |
|
|
2017
Q2 | $3.55M | Buy |
13,791
+210
| +2% | +$52.8K | 0.01% | 852 |
|
|
2017
Q1 | $3.14M | Buy |
13,581
+71
| +0.5% | +$16.3K | 0.01% | 890 |
|
|
2016
Q4 | $3.14M | Sell |
13,510
-330
| -2% | -$71.3K | 0.01% | 844 |
|
|
2016
Q3 | $3.08M | Sell |
13,840
-3,374
| -20% | -$767K | 0.01% | 824 |
|
|
2016
Q2 | $3.93M | Buy |
17,214
+796
| +5% | +$178K | 0.02% | 708 |
|
|
2016
Q1 | $3.84M | Buy |
16,418
+1,400
| +9% | +$307K | 0.02% | 649 |
|
|
2015
Q4 | $3.59M | Buy |
15,018
+1,322
| +10% | +$304K | 0.02% | 710 |
|
|
2015
Q3 | $3.06M | Sell |
13,696
-54
| -0.4% | -$11.9K | 0.02% | 738 |
|
|
2015
Q2 | $2.93M | Buy |
13,750
+1,424
| +12% | +$315K | 0.02% | 795 |
|
|
2015
Q1 | $2.83M | Sell |
12,326
-245
| -2% | -$55.5K | 0.02% | 795 |
|
|
2014
Q4 | $2.59M | Buy |
12,571
+8,172
| +186% | +$1.62M | 0.01% | 794 |
|
|
2014
Q3 | $786K | Buy |
4,399
+2,979
| +210% | +$562K | 0.01% | 1264 |
|
|
2014
Q2 | $263K | Sell |
1,420
-13
| -0.9% | -$2.3K | ﹤0.01% | 1852 |
|
|
2014
Q1 | $244K | Buy |
+1,433
| New | +$231K | ﹤0.01% | 1828 |
|
Other funds holding ESS
VPM
VCM
